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 | $234,291 | $96,305+143.3% | $80,569+190.8% | $139,434+68.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 26.95% | 1350.08%-1323.1pp | 935.43%-908.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,901 | $3,262-41.7% | $2,723-30.2% | $4,751-60.0% |
| Participant deferral / active EE | $7,228 | $5,232+38.1% | $4,447+62.5% | $6,710+7.7% |
| Admin fee / account holder | $84 | $6,599-98.7% | $5,377-98.4% | $11,403-99.3% |