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 | $228,993 | $114,047+100.8% | $96,139+138.2% | $167,490+36.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 25.63% | 189.88%-164.2pp | 191.94%-166.3pp | 478.56%-452.9pp |
| Employer contribution / active EE | $10,588 | $3,427+209.0% | $2,797+278.6% | $4,837+118.9% |
| Participant deferral / active EE | $2,517 | $5,194-51.5% | $4,349-42.1% | $6,341-60.3% |
| Admin fee / account holder | $34 | $6,897-99.5% | $5,537-99.4% | $12,309-99.7% |