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 | $199,723 | $93,571+113.4% | $135,903+47.0% | $75,163+165.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.46% | 30.90%-11.4pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $7,500 | $3,537+112.1% | $4,856+54.4% | $2,670+180.9% |
| Participant deferral / active EE | $10,852 | $6,404+69.5% | $7,758+39.9% | $4,125+163.1% |
| Admin fee / account holder | $67 | $6,975-99.0% | $10,762-99.4% | $5,651-98.8% |