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 | $220,252 | $100,754+118.6% | $86,677+154.1% | $134,475+63.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.25% | 29.04%-48.3pp | 35.91%-55.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $799 | $3,489-77.1% | $2,836-71.8% | $4,740-83.1% |
| Participant deferral / active EE | $2,676 | $5,338-49.9% | $4,656-42.5% | $6,400-58.2% |
| Admin fee / account holder | $76 | $10,926-99.3% | $7,493-99.0% | $11,426-99.3% |