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 | $243,680 | $102,966+136.7% | $90,281+169.9% | $152,861+59.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.06% | 95.16%-84.1pp | 78.10%-67.0pp | 345.32%-334.3pp |
| Employer contribution / active EE | $6,999 | $3,139+123.0% | $2,854+145.2% | $4,762+47.0% |
| Participant deferral / active EE | $12,471 | $4,281+191.3% | $3,885+221.0% | $5,850+113.2% |
| Admin fee / account holder | $53 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |