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 | $176,818 | $100,901+75.2% | $75,670+133.7% | $147,584+19.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 16.79% | 35.78%-19.0pp | 27.34%-10.6pp | 578.55%-561.8pp |
| Employer contribution / active EE | $993 | $3,253-69.5% | $2,352-57.8% | $4,876-79.6% |
| Participant deferral / active EE | $4,396 | $4,027+9.2% | $3,142+39.9% | $5,439-19.2% |
| Admin fee / account holder | $23 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |