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 | $227,934 | $159,901+42.5% | $146,958+55.1% | $145,922+56.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 98.13%-84.8pp | 418.34%-405.0pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,362 | $5,286-74.2% | $4,933-72.4% | $4,660-70.8% |
| Participant deferral / active EE | $21,922 | $8,428+160.1% | $8,070+171.7% | $6,688+227.8% |
| Admin fee / account holder | $239 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |