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 | $242,443 | $111,724+117.0% | $93,606+159.0% | $145,922+66.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.00% | 202.98%-184.0pp | 133.20%-114.2pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,252 | $3,090-59.5% | $2,420-48.3% | $4,660-73.1% |
| Participant deferral / active EE | $6,900 | $4,912+40.5% | $4,411+56.4% | $6,688+3.2% |
| Admin fee / account holder | $175 | $10,250-98.3% | $8,285-97.9% | $13,397-98.7% |