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 | $185,579 | $90,600+104.8% | $79,464+133.5% | $135,375+37.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.16% | 977.43%-967.3pp | 718.14%-708.0pp | 519.73%-509.6pp |
| Employer contribution / active EE | $4,882 | $3,068+59.1% | $2,800+74.3% | $4,779+2.1% |
| Participant deferral / active EE | $10,903 | $4,050+169.2% | $3,704+194.4% | $5,609+94.4% |
| Admin fee / account holder | $137 | $5,907-97.7% | $5,113-97.3% | $10,827-98.7% |