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 | $221,883 | $183,519+20.9% | $155,509+42.7% | $145,922+52.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.37% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,813 | $5,313-28.2% | $4,672-18.4% | $4,660-18.2% |
| Participant deferral / active EE | $9,546 | $6,462+47.7% | $5,626+69.7% | $6,688+42.7% |
| Admin fee / account holder | $46 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |