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 | $176,453 | $107,334+64.4% | $92,893+90.0% | $152,861+15.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.25% | 145.58%-125.3pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,506 | $4,221-64.3% | $3,653-58.8% | $4,762-68.4% |
| Participant deferral / active EE | $1,854 | $4,845-61.7% | $4,236-56.2% | $5,850-68.3% |
| Admin fee / account holder | $62 | $7,079-99.1% | $5,794-98.9% | $11,596-99.5% |