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 | $159,572 | $102,317+56.0% | $146,958+8.6% | $80,856+97.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.88% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $5,476 | $3,713+47.5% | $4,933+11.0% | $2,755+98.8% |
| Participant deferral / active EE | $5,947 | $6,644-10.5% | $8,070-26.3% | $4,296+38.4% |
| Admin fee / account holder | $237 | $7,941-97.0% | $12,998-98.2% | $6,918-96.6% |