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 | $220,499 | $166,020+32.8% | $164,866+33.7% | $145,959+51.1% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.4pp |
| Annual return | 15.24% | 100.08%-84.8pp | 69.97%-54.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $13,653 | $5,275+158.8% | $4,343+214.4% | $4,661+192.9% |
| Participant deferral / active EE | $7,438 | $6,961+6.9% | $6,033+23.3% | $6,689+11.2% |
| Admin fee / account holder | $17 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |