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 | $206,128 | $104,907+96.5% | $84,611+143.6% | $152,861+34.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.88% | 373.79%-354.9pp | 258.74%-239.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $17,287 | $3,302+423.6% | $2,652+551.8% | $4,762+263.0% |
| Participant deferral / active EE | $21,425 | $4,688+357.0% | $3,899+449.5% | $5,850+266.2% |
| Admin fee / account holder | $98 | $6,241-98.4% | $4,912-98.0% | $11,596-99.2% |