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 | $225,032 | $63,346+255.2% | $92,233+144.0% | $70,131+220.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.26% | 530.12%-514.9pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $11,621 | $2,471+370.3% | $3,679+215.8% | $2,342+396.1% |
| Participant deferral / active EE | $9,996 | $2,854+250.3% | $3,897+156.5% | $3,332+200.0% |
| Admin fee / account holder | $297 | $3,840-92.3% | $5,194-94.3% | $4,645-93.6% |