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 | $230,151 | $102,317+124.9% | $146,958+56.6% | $80,856+184.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.72% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,068 | $3,713-44.3% | $4,933-58.1% | $2,755-24.9% |
| Participant deferral / active EE | $4,809 | $6,644-27.6% | $8,070-40.4% | $4,296+12.0% |
| Admin fee / account holder | $57 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |