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 | $168,921 | $124,319+35.9% | $111,297+51.8% | $167,490+0.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.04% | 37.44%-22.4pp | 54.65%-39.6pp | 478.56%-463.5pp |
| Employer contribution / active EE | $11,111 | $3,435+223.4% | $2,731+306.8% | $4,837+129.7% |
| Participant deferral / active EE | $14,090 | $5,180+172.0% | $4,487+214.0% | $6,341+122.2% |
| Admin fee / account holder | $20 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |