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 | $206,730 | $127,065+62.7% | $113,168+82.7% | $142,382+45.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.67% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $11,854 | $3,442+244.4% | $2,975+298.4% | $4,299+175.7% |
| Participant deferral / active EE | $32,193 | $5,716+463.2% | $5,107+530.4% | $6,507+394.7% |
| Admin fee / account holder | $132 | $15,736-99.2% | $12,068-98.9% | $12,624-99.0% |