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 | $165,114 | $109,982+50.1% | $97,226+69.8% | $145,922+13.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.52% | 242.90%-225.4pp | 75.13%-57.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $6,651 | $3,084+115.7% | $2,729+143.7% | $4,660+42.7% |
| Participant deferral / active EE | $7,122 | $4,676+52.3% | $4,264+67.0% | $6,688+6.5% |
| Admin fee / account holder | $65 | $6,221-99.0% | $5,654-98.9% | $13,397-99.5% |