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 | $219,166 | $105,181+108.4% | $159,436+37.5% | $85,850+155.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.16% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $6,307 | $3,318+90.1% | $4,829+30.6% | $2,565+145.9% |
| Participant deferral / active EE | $8,684 | $5,945+46.1% | $7,352+18.1% | $3,952+119.8% |
| Admin fee / account holder | $110 | $6,933-98.4% | $10,799-99.0% | $6,260-98.2% |