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 | $242,464 | $98,750+145.5% | $149,696+62.0% | $79,858+203.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.25% | 27.43%-11.2pp | 276.60%-260.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $6,663 | $3,216+107.2% | $4,644+43.5% | $2,471+169.7% |
| Participant deferral / active EE | $7,176 | $5,680+26.3% | $6,842+4.9% | $3,740+91.9% |
| Admin fee / account holder | $218 | $6,053-96.4% | $9,309-97.7% | $5,306-95.9% |