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 | $205,521 | $105,998+93.9% | $92,233+122.8% | $147,584+39.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.30% | 50.05%-30.7pp | 176.28%-157.0pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,242 | $4,333-71.3% | $3,679-66.2% | $4,876-74.5% |
| Participant deferral / active EE | $1,968 | $4,478-56.1% | $3,897-49.5% | $5,439-63.8% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |