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 | $240,643 | $109,982+118.8% | $97,226+147.5% | $145,922+64.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.63% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $8,474 | $3,084+174.8% | $2,729+210.6% | $4,660+81.9% |
| Participant deferral / active EE | $17,525 | $4,676+274.8% | $4,264+311.0% | $6,688+162.0% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |