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 | $214,152 | $152,587+40.3% | $125,175+71.1% | $152,861+40.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.46% | 54.84%-33.4pp | 43.79%-22.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $13,496 | $4,946+172.8% | $3,865+249.1% | $4,762+183.4% |
| Participant deferral / active EE | $6,582 | $5,868+12.2% | $4,937+33.3% | $5,850+12.5% |
| Admin fee / account holder | $29 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |