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 3-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 | $230,807 | $124,319+85.7% | $111,297+107.4% | $167,490+37.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.66% | 37.44%-26.8pp | 54.65%-44.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $13,663 | $3,435+297.7% | $2,731+400.3% | $4,837+182.4% |
| Participant deferral / active EE | $9,151 | $5,180+76.6% | $4,487+103.9% | $6,341+44.3% |
| Admin fee / account holder | $123 | $10,618-98.8% | $7,964-98.5% | $12,309-99.0% |