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 | $216,150 | $96,305+124.4% | $80,569+168.3% | $139,434+55.0% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 19.86% | 1350.08%-1330.2pp | 935.43%-915.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,215 | $3,262-32.1% | $2,723-18.7% | $4,751-53.4% |
| Participant deferral / active EE | $3,960 | $5,232-24.3% | $4,447-11.0% | $6,710-41.0% |
| Admin fee / account holder | $9 | $6,599-99.9% | $5,377-99.8% | $11,403-99.9% |