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 | $186,939 | $96,305+94.1% | $80,569+132.0% | $139,434+34.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.77% | 1350.08%-1335.3pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,763 | $3,262-46.0% | $2,723-35.3% | $4,751-62.9% |
| Participant deferral / active EE | $3,874 | $5,232-26.0% | $4,447-12.9% | $6,710-42.3% |
| Admin fee / account holder | $35 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |