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 | $171,235 | $102,966+66.3% | $90,281+89.7% | $152,861+12.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.40% | 95.16%-75.8pp | 78.10%-58.7pp | 345.32%-325.9pp |
| Employer contribution / active EE | $18,800 | $3,139+499.0% | $2,854+558.6% | $4,762+294.8% |
| Participant deferral / active EE | $2,557 | $4,281-40.3% | $3,885-34.2% | $5,850-56.3% |
| Admin fee / account holder | $19 | $6,171-99.7% | $5,351-99.7% | $11,596-99.8% |