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 | $240,154 | $157,256+52.7% | $141,162+70.1% | $152,861+57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.37% | 64.32%-43.9pp | 71.39%-51.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $12,403 | $5,261+135.8% | $4,735+161.9% | $4,762+160.4% |
| Participant deferral / active EE | $23,000 | $7,109+223.5% | $6,709+242.8% | $5,850+293.2% |
| Admin fee / account holder | $220 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |