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 | $214,773 | $98,240+118.6% | $82,313+160.9% | $147,584+45.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.13% | 30.85%-11.7pp | 25.88%-6.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $23,833 | $3,192+646.7% | $2,428+881.5% | $4,876+388.8% |
| Participant deferral / active EE | $7,918 | $4,383+80.7% | $3,706+113.7% | $5,439+45.6% |
| Admin fee / account holder | $22 | $8,563-99.7% | $5,608-99.6% | $10,885-99.8% |