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 | $242,933 | $226,064+7.5% | $182,532+33.1% | $152,861+58.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.40% | 192.51%-166.1pp | 148.54%-122.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $3,624 | $4,978-27.2% | $4,076-11.1% | $4,762-23.9% |
| Participant deferral / active EE | $2,942 | $6,368-53.8% | $5,524-46.8% | $5,850-49.7% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |