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 5-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 | $166,681 | $110,261+51.2% | $95,745+74.1% | $139,434+19.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.78% | 27.11%+2.7pp | 28.35%+1.4pp | 372.94%-343.2pp |
| Employer contribution / active EE | $10,057 | $3,257+208.8% | $2,835+254.8% | $4,751+111.7% |
| Participant deferral / active EE | $9,856 | $4,676+110.8% | $4,245+132.2% | $6,710+46.9% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |