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 5-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 | $101,004 | $214,378-52.9% | $200,582-49.6% | $142,382-29.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.13% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $10,523 | $6,841+53.8% | $6,419+63.9% | $4,299+144.8% |
| Participant deferral / active EE | $13,425 | $9,865+36.1% | $9,331+43.9% | $6,507+106.3% |
| Admin fee / account holder | $50 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |