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 | $241,245 | $115,770+108.4% | $101,248+138.3% | $158,922+51.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.00% | 56.14%-46.1pp | 46.47%-36.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $10,995 | $4,175+163.4% | $3,660+200.4% | $4,761+130.9% |
| Participant deferral / active EE | $9,623 | $4,957+94.1% | $4,370+120.2% | $5,982+60.9% |
| Admin fee / account holder | $21 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |