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 | $189,643 | $104,251+81.9% | $91,001+108.4% | $147,584+28.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.94% | 27.06%-14.1pp | 4.60%+8.3pp | 578.55%-565.6pp |
| Employer contribution / active EE | $9,795 | $3,116+214.4% | $2,456+298.9% | $4,876+100.9% |
| Participant deferral / active EE | $9,248 | $4,195+120.5% | $3,547+160.7% | $5,439+70.0% |
| Admin fee / account holder | $8 | $8,948-99.9% | $5,417-99.9% | $10,885-99.9% |