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 | $144,277 | $107,334+34.4% | $92,893+55.3% | $152,861-5.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.95% | 145.58%-123.6pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $16,462 | $4,221+290.0% | $3,653+350.7% | $4,762+245.7% |
| Participant deferral / active EE | $9,973 | $4,845+105.9% | $4,236+135.4% | $5,850+70.5% |
| Admin fee / account holder | $25 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |