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 | $208,982 | $96,635+116.3% | $86,612+141.3% | $139,434+49.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.95% | 106.41%-90.5pp | 591.07%-575.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $13,265 | $3,263+306.5% | $3,022+338.9% | $4,751+179.2% |
| Participant deferral / active EE | $10,085 | $4,836+108.5% | $4,438+127.3% | $6,710+50.3% |
| Admin fee / account holder | $248 | $6,408-96.1% | $5,614-95.6% | $11,403-97.8% |