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 | $169,635 | $96,635+75.5% | $86,612+95.9% | $139,434+21.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.12% | 106.41%-84.3pp | 591.07%-568.9pp | 372.94%-350.8pp |
| Employer contribution / active EE | $6,207 | $3,263+90.2% | $3,022+105.4% | $4,751+30.7% |
| Participant deferral / active EE | $13,670 | $4,836+182.7% | $4,438+208.0% | $6,710+103.7% |
| Admin fee / account holder | $174 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |