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 | $196,398 | $105,998+85.3% | $92,233+112.9% | $147,584+33.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.84% | 50.05%-38.2pp | 176.28%-164.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $1,348 | $4,333-68.9% | $3,679-63.4% | $4,876-72.4% |
| Participant deferral / active EE | $7,885 | $4,478+76.1% | $3,897+102.3% | $5,439+45.0% |
| Admin fee / account holder | $75 | $6,332-98.8% | $5,194-98.6% | $10,885-99.3% |