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 | $203,004 | $103,376+96.4% | $87,100+133.1% | $152,861+32.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.43% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-326.9pp |
| Employer contribution / active EE | $7,605 | $3,220+136.2% | $2,521+201.6% | $4,762+59.7% |
| Participant deferral / active EE | $9,040 | $4,778+89.2% | $4,049+123.3% | $5,850+54.5% |
| Admin fee / account holder | $18 | $12,205-99.9% | $7,497-99.8% | $11,596-99.8% |