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 | $214,666 | $106,515+101.5% | $96,683+122.0% | $139,434+54.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.21% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $9,009 | $4,103+119.6% | $3,737+141.1% | $4,751+89.6% |
| Participant deferral / active EE | $10,203 | $5,454+87.1% | $4,878+109.2% | $6,710+52.1% |
| Admin fee / account holder | $289 | $7,877-96.3% | $6,730-95.7% | $11,403-97.5% |