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 | $227,348 | $166,020+36.9% | $164,866+37.9% | $145,959+55.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.35% | 100.08%-89.7pp | 69.97%-59.6pp | 561.95%-551.6pp |
| Employer contribution / active EE | $9,532 | $5,275+80.7% | $4,343+119.5% | $4,661+104.5% |
| Participant deferral / active EE | $15,958 | $6,961+129.2% | $6,033+164.5% | $6,689+138.6% |
| Admin fee / account holder | $286 | $16,644-98.3% | $12,689-97.7% | $13,398-97.9% |