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 | $194,342 | $70,756+174.7% | $65,493+196.7% | $142,382+36.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.12% | 1754.89%-1739.8pp | 982.45%-967.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $9,653 | $2,881+235.1% | $2,574+275.0% | $4,299+124.5% |
| Participant deferral / active EE | $19,283 | $4,637+315.8% | $3,961+386.8% | $6,507+196.3% |
| Admin fee / account holder | $4 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |