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 | $163,036 | $127,386+28.0% | $115,037+41.7% | $125,391+30.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 12.33% | 31.28%-19.0pp | 26.14%-13.8pp | 282.22%-269.9pp |
| Employer contribution / active EE | $7,339 | $5,166+42.1% | $4,608+59.3% | $4,866+50.8% |
| Participant deferral / active EE | $10,920 | $6,423+70.0% | $6,026+81.2% | $5,352+104.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |