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 | $228,786 | $106,749+114.3% | $145,433+57.3% | $82,448+177.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.65% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $11,627 | $3,444+237.6% | $4,554+155.3% | $2,551+355.8% |
| Participant deferral / active EE | $15,135 | $6,519+132.2% | $7,897+91.6% | $4,139+265.6% |
| Admin fee / account holder | $12 | $8,390-99.9% | $13,129-99.9% | $7,234-99.8% |