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 | $241,347 | $175,202+37.8% | $149,673+61.2% | $139,434+73.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.77% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $8,812 | $5,474+61.0% | $4,818+82.9% | $4,751+85.5% |
| Participant deferral / active EE | $8,287 | $6,519+27.1% | $5,680+45.9% | $6,710+23.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |