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 | $199,763 | $117,983+69.3% | $101,794+96.2% | $142,382+40.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.37% | 36.92%-23.5pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $9,808 | $2,773+253.7% | $2,289+328.5% | $4,299+128.1% |
| Participant deferral / active EE | $11,033 | $4,714+134.1% | $4,084+170.1% | $6,507+69.5% |
| Admin fee / account holder | $31 | $10,433-99.7% | $8,777-99.6% | $12,624-99.8% |