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 | $183,964 | $98,240+87.3% | $82,313+123.5% | $147,584+24.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.22% | 30.85%-12.6pp | 25.88%-7.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $6,425 | $3,192+101.3% | $2,428+164.6% | $4,876+31.8% |
| Participant deferral / active EE | $13,171 | $4,383+200.5% | $3,706+255.4% | $5,439+142.2% |
| Admin fee / account holder | $44 | $8,563-99.5% | $5,608-99.2% | $10,885-99.6% |