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 | $241,554 | $102,616+135.4% | $81,983+194.6% | $158,922+52.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.48% | 61.04%-44.6pp | 41.31%-24.8pp | 302.83%-286.4pp |
| Employer contribution / active EE | $5,441 | $3,240+67.9% | $2,498+117.8% | $4,761+14.3% |
| Participant deferral / active EE | $10,626 | $4,648+128.6% | $3,722+185.5% | $5,982+77.6% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |