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 | $245,518 | $92,222+166.2% | $76,768+219.8% | $135,375+81.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 35.83% | 5.46%+30.4pp | 2.43%+33.4pp | 519.73%-483.9pp |
| Employer contribution / active EE | $3,932 | $3,216+22.3% | $2,485+58.2% | $4,779-17.7% |
| Participant deferral / active EE | $3,504 | $4,509-22.3% | $3,852-9.0% | $5,609-37.5% |
| Admin fee / account holder | $16 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |