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 | $183,885 | $105,998+73.5% | $92,233+99.4% | $147,584+24.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.98% | 50.05%-29.1pp | 176.28%-155.3pp | 578.55%-557.6pp |
| Employer contribution / active EE | $12,076 | $4,333+178.7% | $3,679+228.2% | $4,876+147.6% |
| Participant deferral / active EE | $8,129 | $4,478+81.5% | $3,897+108.6% | $5,439+49.5% |
| Admin fee / account holder | $209 | $6,332-96.7% | $5,194-96.0% | $10,885-98.1% |