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 | $158,398+29.7% | $126,539+62.3% | $142,382+44.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.89% | 593.76%-578.9pp | 425.95%-411.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,165 | $4,650-53.5% | $3,674-41.1% | $4,299-49.7% |
| Participant deferral / active EE | $22,947 | $4,767+381.4% | $4,083+462.1% | $6,507+252.6% |
| Admin fee / account holder | $24 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |