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 | $234,020 | $118,849+96.9% | $96,562+142.4% | $167,490+39.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.99% | 50.49%-35.5pp | 37.78%-22.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $7,345 | $3,120+135.4% | $2,356+211.7% | $4,837+51.8% |
| Participant deferral / active EE | $10,247 | $4,616+122.0% | $3,849+166.2% | $6,341+61.6% |
| Admin fee / account holder | $7 | $8,065-99.9% | $6,181-99.9% | $12,309-99.9% |