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 | $117,822 | $99,020+19.0% | $86,590+36.1% | $147,584-20.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.29% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.3pp |
| Employer contribution / active EE | $11,979 | $3,132+282.5% | $2,839+321.9% | $4,876+145.7% |
| Participant deferral / active EE | $6,390 | $3,972+60.9% | $3,609+77.1% | $5,439+17.5% |
| Admin fee / account holder | $27 | $5,710-99.5% | $4,906-99.4% | $10,885-99.8% |