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 | $150,457 | $105,126+43.1% | $94,646+59.0% | $139,434+7.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 25.56% | 38.03%-12.5pp | 156.71%-131.2pp | 372.94%-347.4pp |
| Employer contribution / active EE | $8,259 | $4,106+101.2% | $3,672+124.9% | $4,751+73.8% |
| Participant deferral / active EE | $12,518 | $7,599+64.7% | $7,418+68.8% | $6,710+86.6% |
| Admin fee / account holder | $17 | $8,984-99.8% | $7,231-99.8% | $11,403-99.8% |