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 | $242,281 | $209,411+15.7% | $178,490+35.7% | $158,922+52.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.78% | 188.75%-175.0pp | 151.07%-137.3pp | 302.83%-289.0pp |
| Employer contribution / active EE | $13,500 | $5,706+136.6% | $5,011+169.4% | $4,761+183.5% |
| Participant deferral / active EE | $7,500 | $5,954+26.0% | $5,202+44.2% | $5,982+25.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |