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 | $245,586 | $88,751+176.7% | $81,812+200.2% | $145,922+68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.38% | 1025.40%-1005.0pp | 773.79%-753.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,302 | $3,083+7.1% | $2,912+13.4% | $4,660-29.1% |
| Participant deferral / active EE | $7,965 | $4,643+71.5% | $4,319+84.4% | $6,688+19.1% |
| Admin fee / account holder | $60 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |