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 | $174,384 | $156,846+11.2% | $121,098+44.0% | $139,434+25.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 1474.56%-1458.9pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $6,241 | $5,536+12.7% | $4,164+49.9% | $4,751+31.4% |
| Participant deferral / active EE | $7,810 | $4,844+61.2% | $4,080+91.4% | $6,710+16.4% |
| Admin fee / account holder | $38 | $6,946-99.5% | $5,644-99.3% | $11,403-99.7% |