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 3-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 | $203,950 | $185,822+9.8% | $169,993+20.0% | $139,434+46.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.40% | 60.50%-36.1pp | 53.37%-29.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $10,965 | $7,590+44.5% | $6,785+61.6% | $4,751+130.8% |
| Participant deferral / active EE | $18,275 | $11,622+57.2% | $10,408+75.6% | $6,710+172.3% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |