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 | $146,004 | $98,750+47.9% | $149,696-2.5% | $79,858+82.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 33.48% | 27.43%+6.1pp | 276.60%-243.1pp | 31.71%+1.8pp |
| Employer contribution / active EE | $7,597 | $3,216+136.2% | $4,644+63.6% | $2,471+207.5% |
| Participant deferral / active EE | $8,232 | $5,680+44.9% | $6,842+20.3% | $3,740+120.1% |
| Admin fee / account holder | $4 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |