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 | $243,338 | $105,931+129.7% | $81,930+197.0% | $158,922+53.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 23.24% | 38.17%-14.9pp | 29.49%-6.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $3,900 | $7,800-50.0% | $4,310-9.5% | $4,761-18.1% |
| Participant deferral / active EE | $26,000 | $13,003+99.9% | $7,107+265.8% | $5,982+334.6% |
| Admin fee / account holder | $20 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |