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 | $234,626 | $101,069+132.1% | $81,478+188.0% | $147,584+59.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.08% | 32.40%-19.3pp | 38.78%-25.7pp | 578.55%-565.5pp |
| Employer contribution / active EE | $42,000 | $3,205+1210.4% | $2,568+1535.7% | $4,876+761.3% |
| Participant deferral / active EE | $16,000 | $4,242+277.2% | $3,537+352.4% | $5,439+194.2% |
| Admin fee / account holder | $29 | $5,812-99.5% | $4,561-99.4% | $10,885-99.7% |