See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,808 | $127,777+92.4% | $106,548+130.7% | $167,490+46.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.32% | 33.87%-19.5pp | 26.80%-12.5pp | 478.56%-464.2pp |
| Employer contribution / active EE | $10,404 | $3,427+203.6% | $2,819+269.1% | $4,837+115.1% |
| Participant deferral / active EE | $15,750 | $5,087+209.6% | $4,398+258.1% | $6,341+148.4% |
| Admin fee / account holder | $10 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |