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 | $235,367 | $197,591+19.1% | $177,821+32.4% | $158,922+48.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.25% | 58.76%-46.5pp | 48.32%-36.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $17,555 | $6,697+162.1% | $5,918+196.6% | $4,761+268.7% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |