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 | $207,311 | $172,111+20.5% | $150,298+37.9% | $137,256+51.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.20% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $8,766 | $4,636+89.1% | $4,154+111.0% | $4,156+110.9% |
| Participant deferral / active EE | $4,579 | $6,166-25.7% | $5,453-16.0% | $6,407-28.5% |
| Admin fee / account holder | $107 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |