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 | $232,498 | $149,734+55.3% | $118,925+95.5% | $158,922+46.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 22.10% | 19.95%+2.2pp | 35.88%-13.8pp | 302.83%-280.7pp |
| Employer contribution / active EE | $15,789 | $4,115+283.7% | $3,263+383.9% | $4,761+231.6% |
| Participant deferral / active EE | $26,000 | $5,223+397.8% | $4,265+509.6% | $5,982+334.6% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |