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 | $238,363 | $118,849+100.6% | $96,562+146.8% | $167,490+42.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 25.21% | 50.49%-25.3pp | 37.78%-12.6pp | 478.56%-453.3pp |
| Employer contribution / active EE | $4,000 | $3,120+28.2% | $2,356+69.7% | $4,837-17.3% |
| Participant deferral / active EE | $6,110 | $4,616+32.4% | $3,849+58.7% | $6,341-3.6% |
| Admin fee / account holder | $59 | $8,065-99.3% | $6,181-99.1% | $12,309-99.5% |