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 | $242,799 | $99,652+143.6% | $78,778+208.2% | $147,584+64.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.27% | 47.28%-38.0pp | 35.62%-26.4pp | 578.55%-569.3pp |
| Employer contribution / active EE | $2,362 | $2,796-15.5% | $1,986+19.0% | $4,876-51.6% |
| Participant deferral / active EE | $8,874 | $3,664+142.2% | $2,958+200.0% | $5,439+63.2% |
| Admin fee / account holder | $179 | $7,155-97.5% | $5,134-96.5% | $10,885-98.4% |