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 | $242,902 | $180,449+34.6% | $154,107+57.6% | $135,375+79.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.86% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $13,835 | $6,035+129.3% | $5,298+161.2% | $4,779+189.5% |
| Participant deferral / active EE | $6,397 | $5,806+10.2% | $5,081+25.9% | $5,609+14.0% |
| Admin fee / account holder | $50 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |