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 5-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 | $152,292 | $88,751+71.6% | $81,812+86.1% | $145,922+4.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.97% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,110 | $3,083+65.7% | $2,912+75.5% | $4,660+9.7% |
| Participant deferral / active EE | $12,941 | $4,643+178.7% | $4,319+199.6% | $6,688+93.5% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |