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 | $91,316 | $175,202-47.9% | $149,673-39.0% | $139,434-34.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.41% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $7,866 | $5,474+43.7% | $4,818+63.3% | $4,751+65.6% |
| Participant deferral / active EE | $8,768 | $6,519+34.5% | $5,680+54.4% | $6,710+30.7% |
| Admin fee / account holder | $42 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |