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 | $224,511 | $112,881+98.9% | $90,951+146.8% | $158,922+41.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.59% | 215.79%-197.2pp | 134.60%-116.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,416 | $2,893-16.5% | $2,122+13.8% | $4,761-49.3% |
| Participant deferral / active EE | $13,173 | $4,128+219.2% | $3,373+290.6% | $5,982+120.2% |
| Admin fee / account holder | $46 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |