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 | $206,516 | $152,587+35.3% | $125,175+65.0% | $152,861+35.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.36% | 54.84%-41.5pp | 43.79%-30.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $12,868 | $4,946+160.2% | $3,865+232.9% | $4,762+170.2% |
| Participant deferral / active EE | $3,846 | $5,868-34.5% | $4,937-22.1% | $5,850-34.3% |
| Admin fee / account holder | $6 | $13,434-100.0% | $9,702-99.9% | $11,596-99.9% |