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 | $212,270 | $106,515+99.3% | $96,683+119.6% | $139,434+52.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.35% | 38.43%-26.1pp | 35.69%-23.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,301 | $4,103-19.5% | $3,737-11.7% | $4,751-30.5% |
| Participant deferral / active EE | $6,625 | $5,454+21.5% | $4,878+35.8% | $6,710-1.3% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.7% | $11,403-99.9% |