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 | $174,139 | $58,208+199.2% | $81,812+112.9% | $80,856+115.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.78% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $8,583 | $2,340+266.8% | $2,912+194.7% | $2,755+211.6% |
| Participant deferral / active EE | $5,062 | $3,281+54.3% | $4,319+17.2% | $4,296+17.8% |
| Admin fee / account holder | $33 | $4,981-99.3% | $7,386-99.6% | $6,918-99.5% |