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 | $191,637 | $158,398+21.0% | $126,539+51.4% | $142,382+34.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.59% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,240 | $4,650-8.8% | $3,674+15.4% | $4,299-1.4% |
| Participant deferral / active EE | $9,706 | $4,767+103.6% | $4,083+137.7% | $6,507+49.2% |
| Admin fee / account holder | $7 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |