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 | $159,888 | $101,069+58.2% | $81,478+96.2% | $147,584+8.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.82% | 32.40%-16.6pp | 38.78%-23.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $5,205 | $3,205+62.4% | $2,568+102.7% | $4,876+6.7% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $105 | $5,812-98.2% | $4,561-97.7% | $10,885-99.0% |