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 | $187,257 | $98,750+89.6% | $149,696+25.1% | $79,858+134.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 25.61% | 27.43%-1.8pp | 276.60%-251.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $8,481 | $3,216+163.7% | $4,644+82.6% | $2,471+243.3% |
| Participant deferral / active EE | $9,964 | $5,680+75.4% | $6,842+45.6% | $3,740+166.4% |
| Admin fee / account holder | $53 | $6,053-99.1% | $9,309-99.4% | $5,306-99.0% |