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 | $239,311 | $115,770+106.7% | $101,248+136.4% | $158,922+50.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.90% | 56.14%-47.2pp | 46.47%-37.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $10,605 | $4,175+154.0% | $3,660+189.8% | $4,761+122.7% |
| Participant deferral / active EE | $14,686 | $4,957+196.3% | $4,370+236.1% | $5,982+145.5% |
| Admin fee / account holder | $19 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |