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 | $236,953 | $156,846+51.1% | $121,098+95.7% | $139,434+69.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.69% | 1474.56%-1460.9pp | 985.75%-972.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $10,984 | $5,536+98.4% | $4,164+163.8% | $4,751+131.2% |
| Participant deferral / active EE | $5,967 | $4,844+23.2% | $4,080+46.3% | $6,710-11.1% |
| Admin fee / account holder | $291 | $6,946-95.8% | $5,644-94.9% | $11,403-97.5% |