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 | $231,325 | $202,318+14.3% | $172,739+33.9% | $152,861+51.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.25% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,912 | $5,856+35.1% | $5,143+53.8% | $4,762+66.1% |
| Participant deferral / active EE | $7,082 | $5,948+19.1% | $5,198+36.3% | $5,850+21.1% |
| Admin fee / account holder | $100 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |