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 | $209,509 | $99,652+110.2% | $78,778+165.9% | $147,584+42.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.00% | 47.28%-29.3pp | 35.62%-17.6pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,502 | $2,796-46.3% | $1,986-24.4% | $4,876-69.2% |
| Participant deferral / active EE | $3,580 | $3,664-2.3% | $2,958+21.0% | $5,439-34.2% |
| Admin fee / account holder | $84 | $7,155-98.8% | $5,134-98.4% | $10,885-99.2% |