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 | $156,565 | $109,327+43.2% | $89,391+75.1% | $158,922-1.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.72% | 345.68%-332.0pp | 245.62%-231.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $11,560 | $3,170+264.7% | $2,586+347.1% | $4,761+142.8% |
| Participant deferral / active EE | $8,302 | $4,598+80.5% | $3,890+113.4% | $5,982+38.8% |
| Admin fee / account holder | $53 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |