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 | $210,925 | $124,281+69.7% | $109,143+93.3% | $167,490+25.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 55.72% | 26.04%+29.7pp | 25.75%+30.0pp | 478.56%-422.8pp |
| Employer contribution / active EE | $5,202 | $4,207+23.6% | $3,722+39.8% | $4,837+7.5% |
| Participant deferral / active EE | $9,041 | $5,255+72.0% | $4,653+94.3% | $6,341+42.6% |
| Admin fee / account holder | $18 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |