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 | $241,701 | $159,901+51.2% | $146,958+64.5% | $145,922+65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.75% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.5pp |
| Employer contribution / active EE | $13,966 | $5,286+164.2% | $4,933+183.1% | $4,660+199.7% |
| Participant deferral / active EE | $7,618 | $8,428-9.6% | $8,070-5.6% | $6,688+13.9% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |