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 | $192,256 | $100,041+92.2% | $149,718+28.4% | $70,131+174.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.72% | 27.43%-5.7pp | 1501.63%-1479.9pp | 73.14%-51.4pp |
| Employer contribution / active EE | $7,313 | $3,662+99.7% | $5,445+34.3% | $2,342+212.2% |
| Participant deferral / active EE | $14,330 | $4,983+187.6% | $6,569+118.2% | $3,332+330.1% |
| Admin fee / account holder | $174 | $8,286-97.9% | $11,283-98.5% | $4,645-96.2% |