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 | $223,420 | $102,547+117.9% | $78,210+185.7% | $147,584+51.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.12% | 51.08%-35.0pp | 40.90%-24.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $6,512 | $2,617+148.9% | $2,034+220.2% | $4,876+33.5% |
| Participant deferral / active EE | $6,971 | $3,481+100.3% | $2,823+147.0% | $5,439+28.2% |
| Admin fee / account holder | $130 | $5,059-97.4% | $3,758-96.5% | $10,885-98.8% |