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 | $175,029 | $58,627+198.5% | $76,735+128.1% | $82,448+112.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.17% | 39.10%-24.9pp | 29.77%-15.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $10,049 | $1,729+481.2% | $2,454+309.5% | $2,551+293.9% |
| Participant deferral / active EE | $4,490 | $3,134+43.3% | $4,088+9.8% | $4,139+8.5% |
| Admin fee / account holder | $80 | $5,323-98.5% | $7,189-98.9% | $7,234-98.9% |