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 | $243,386 | $175,202+38.9% | $149,673+62.6% | $139,434+74.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.57% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $8,810 | $5,474+60.9% | $4,818+82.9% | $4,751+85.4% |
| Participant deferral / active EE | $9,517 | $6,519+46.0% | $5,680+67.6% | $6,710+41.8% |
| Admin fee / account holder | $44 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |