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 | $224,200 | $107,934+107.7% | $91,989+143.7% | $152,861+46.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 18.93% | 89.24%-70.3pp | 69.02%-50.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $12,937 | $4,210+207.3% | $3,452+274.8% | $4,762+171.6% |
| Participant deferral / active EE | $3,000 | $6,364-52.9% | $5,923-49.3% | $5,850-48.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |