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 | $219,968 | $159,901+37.6% | $146,958+49.7% | $145,922+50.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.26% | 98.13%-75.9pp | 418.34%-396.1pp | 561.29%-539.0pp |
| Employer contribution / active EE | $17,803 | $5,286+236.8% | $4,933+260.9% | $4,660+282.1% |
| Participant deferral / active EE | $44,535 | $8,428+428.4% | $8,070+451.9% | $6,688+565.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |