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 | $150,972 | $90,348+67.1% | $75,972+98.7% | $145,922+3.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.47% | 620.88%-605.4pp | 359.55%-344.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $6,619 | $3,311+99.9% | $2,685+146.5% | $4,660+42.0% |
| Participant deferral / active EE | $19,625 | $5,162+280.2% | $4,255+361.2% | $6,688+193.4% |
| Admin fee / account holder | $20 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |