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 | $219,101 | $109,881+99.4% | $150,045+46.0% | $84,808+158.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.55% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,610 | $3,561+85.6% | $4,693+40.9% | $2,631+151.3% |
| Participant deferral / active EE | $18,890 | $6,636+184.7% | $7,997+136.2% | $4,212+348.5% |
| Admin fee / account holder | $2 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |