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 | $163,120 | $104,907+55.5% | $84,611+92.8% | $152,861+6.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.26% | 373.79%-351.5pp | 258.74%-236.5pp | 345.32%-323.1pp |
| Employer contribution / active EE | $11,467 | $3,302+247.3% | $2,652+332.4% | $4,762+140.8% |
| Participant deferral / active EE | $5,503 | $4,688+17.4% | $3,899+41.1% | $5,850-5.9% |
| Admin fee / account holder | $279 | $6,241-95.5% | $4,912-94.3% | $11,596-97.6% |