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 | $236,580 | $70,475+235.7% | $100,516+135.4% | $79,858+196.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 16.31% | 21.90%-5.6pp | 30.89%-14.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,712 | $2,165+71.5% | $3,418+8.6% | $2,471+50.2% |
| Participant deferral / active EE | $7,737 | $5,181+49.3% | $6,270+23.4% | $3,740+106.9% |
| Admin fee / account holder | $19 | $4,478-99.6% | $8,081-99.8% | $5,306-99.6% |