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 | $213,322 | $105,998+101.3% | $92,233+131.3% | $147,584+44.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.49% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $14,374 | $4,333+231.7% | $3,679+290.7% | $4,876+194.8% |
| Participant deferral / active EE | $17,148 | $4,478+283.0% | $3,897+340.1% | $5,439+215.3% |
| Admin fee / account holder | $44 | $6,332-99.3% | $5,194-99.2% | $10,885-99.6% |