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 | $116,141 | $80,673+44.0% | $101,326+14.6% | $84,808+36.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 252.03% | 38.95%+213.1pp | 36.82%+215.2pp | 40.90%+211.1pp |
| Employer contribution / active EE | $4,416 | $2,698+63.7% | $3,665+20.5% | $2,631+67.8% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $277 | $12,784-97.8% | $11,185-97.5% | $7,344-96.2% |