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 | $177,592 | $112,881+57.3% | $90,951+95.3% | $158,922+11.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.94% | 215.79%-199.9pp | 134.60%-118.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $24,669 | $2,893+752.7% | $2,122+1062.6% | $4,761+418.1% |
| Participant deferral / active EE | $17,734 | $4,128+329.7% | $3,373+425.8% | $5,982+196.5% |
| Admin fee / account holder | $13 | $8,041-99.8% | $5,959-99.8% | $11,246-99.9% |