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 | $211,815 | $156,846+35.0% | $121,098+74.9% | $139,434+51.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1474.56%-1459.2pp | 985.75%-970.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,311 | $5,536-40.2% | $4,164-20.5% | $4,751-30.3% |
| Participant deferral / active EE | $31,459 | $4,844+549.4% | $4,080+671.1% | $6,710+368.8% |
| Admin fee / account holder | $31 | $6,946-99.6% | $5,644-99.4% | $11,403-99.7% |