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 4-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 | $212,941 | $111,535+90.9% | $105,223+102.4% | $137,256+55.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.11% | 237.85%-225.7pp | 180.65%-168.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $44,800 | $3,939+1037.2% | $3,689+1114.6% | $4,156+978.0% |
| Participant deferral / active EE | $26,251 | $5,500+377.3% | $5,072+417.6% | $6,407+309.7% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |