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 | $159,800 | $111,724+43.0% | $93,606+70.7% | $145,922+9.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.16% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,678 | $3,090-45.7% | $2,420-30.6% | $4,660-64.0% |
| Participant deferral / active EE | $4,103 | $4,912-16.5% | $4,411-7.0% | $6,688-38.6% |
| Admin fee / account holder | $28 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |