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 | $205,379 | $149,040+37.8% | $120,225+70.8% | $137,256+49.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.89% | 605.68%-590.8pp | 439.23%-424.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,165 | $4,350-50.2% | $3,475-37.7% | $4,156-47.9% |
| Participant deferral / active EE | $22,947 | $4,655+393.0% | $3,999+473.9% | $6,407+258.2% |
| Admin fee / account holder | $24 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |