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 | $249,563 | $107,334+132.5% | $92,893+168.7% | $152,861+63.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.71% | 145.58%-123.9pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $9,650 | $4,221+128.6% | $3,653+164.2% | $4,762+102.6% |
| Participant deferral / active EE | $11,930 | $4,845+146.2% | $4,236+181.6% | $5,850+103.9% |
| Admin fee / account holder | $63 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |