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 | $243,924 | $114,381+113.3% | $107,525+126.9% | $142,382+71.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 242.71%-223.9pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $6,765 | $4,015+68.5% | $3,754+80.2% | $4,299+57.4% |
| Participant deferral / active EE | $18,167 | $5,564+226.5% | $5,116+255.1% | $6,507+179.2% |
| Admin fee / account holder | $275 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |