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 | $248,404 | $135,952+82.7% | $123,892+100.5% | $273,961-9.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 116.34% | 56.63%+59.7pp | 47.52%+68.8pp | 41.45%+74.9pp |
| Employer contribution / active EE | $18,565 | $5,170+259.1% | $4,617+302.1% | $4,869+281.3% |
| Participant deferral / active EE | $15,149 | $6,343+138.8% | $5,984+153.1% | $5,287+186.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |