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 | $241,407 | $159,901+51.0% | $146,958+64.3% | $145,922+65.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.86% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $6,226 | $5,286+17.8% | $4,933+26.2% | $4,660+33.6% |
| Participant deferral / active EE | $15,657 | $8,428+85.8% | $8,070+94.0% | $6,688+134.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |