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 | $210,409 | $106,890+96.8% | $84,015+150.4% | $152,861+37.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.49% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $14,027 | $2,734+413.0% | $1,983+607.2% | $4,762+194.6% |
| Participant deferral / active EE | $5,657 | $4,011+41.0% | $3,239+74.7% | $5,850-3.3% |
| Admin fee / account holder | $17 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |