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 | $214,068 | $107,334+99.4% | $92,893+130.4% | $152,861+40.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 104.38% | 145.58%-41.2pp | 109.41%-5.0pp | 345.32%-240.9pp |
| Employer contribution / active EE | $8,467 | $4,221+100.6% | $3,653+131.8% | $4,762+77.8% |
| Participant deferral / active EE | $14,100 | $4,845+191.0% | $4,236+232.9% | $5,850+141.0% |
| Admin fee / account holder | $14 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |