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 | $246,137 | $148,534+65.7% | $135,903+81.1% | $139,434+76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.47% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,875 | $5,243-26.1% | $4,856-20.2% | $4,751-18.4% |
| Participant deferral / active EE | $17,869 | $8,100+120.6% | $7,758+130.3% | $6,710+166.3% |
| Admin fee / account holder | $141 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |