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 | $223,216 | $107,334+108.0% | $92,893+140.3% | $152,861+46.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.05% | 145.58%-130.5pp | 109.41%-94.4pp | 345.32%-330.3pp |
| Employer contribution / active EE | $13,793 | $4,221+226.8% | $3,653+277.6% | $4,762+189.6% |
| Participant deferral / active EE | $1,346 | $4,845-72.2% | $4,236-68.2% | $5,850-77.0% |
| Admin fee / account holder | $18 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |