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 | $196,064 | $109,327+79.3% | $89,391+119.3% | $158,922+23.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.39% | 345.68%-334.3pp | 245.62%-234.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $10,847 | $3,170+242.2% | $2,586+319.5% | $4,761+127.8% |
| Participant deferral / active EE | $5,567 | $4,598+21.1% | $3,890+43.1% | $5,982-6.9% |
| Admin fee / account holder | $185 | $6,153-97.0% | $4,881-96.2% | $11,246-98.4% |