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 | $197,763 | $96,635+104.6% | $86,612+128.3% | $139,434+41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.78% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $3,249 | $3,263-0.4% | $3,022+7.5% | $4,751-31.6% |
| Participant deferral / active EE | $7,934 | $4,836+64.1% | $4,438+78.8% | $6,710+18.2% |
| Admin fee / account holder | $52 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |