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 | $170,186 | $102,616+65.8% | $81,983+107.6% | $158,922+7.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 32.26% | 61.04%-28.8pp | 41.31%-9.0pp | 302.83%-270.6pp |
| Employer contribution / active EE | $8,908 | $3,240+174.9% | $2,498+256.6% | $4,761+87.1% |
| Participant deferral / active EE | $3,150 | $4,648-32.2% | $3,722-15.4% | $5,982-47.3% |
| Admin fee / account holder | $85 | $8,235-99.0% | $5,664-98.5% | $11,246-99.2% |