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 | $238,313 | $118,680+100.8% | $98,907+140.9% | $158,922+50.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.56% | 372.35%-359.8pp | 196.43%-183.9pp | 302.83%-290.3pp |
| Employer contribution / active EE | $11,270 | $3,333+238.1% | $2,689+319.1% | $4,761+136.7% |
| Participant deferral / active EE | $7,748 | $5,088+52.3% | $4,244+82.6% | $5,982+29.5% |
| Admin fee / account holder | $42 | $10,131-99.6% | $6,642-99.4% | $11,246-99.6% |