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 | $221,843 | $176,056+26.0% | $159,436+39.1% | $167,490+32.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.35% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $12,717 | $5,297+140.1% | $4,829+163.3% | $4,837+162.9% |
| Participant deferral / active EE | $8,977 | $7,750+15.8% | $7,352+22.1% | $6,341+41.6% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |