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 | $174,076 | $106,515+63.4% | $96,683+80.0% | $139,434+24.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.16% | 38.43%-18.3pp | 35.69%-15.5pp | 372.94%-352.8pp |
| Employer contribution / active EE | $9,652 | $4,103+135.2% | $3,737+158.3% | $4,751+103.2% |
| Participant deferral / active EE | $4,874 | $5,454-10.6% | $4,878-0.1% | $6,710-27.4% |
| Admin fee / account holder | $22 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |