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 | $205,794 | $150,197+37.0% | $120,368+71.0% | $145,959+41.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.03% | 154.26%-145.2pp | 107.26%-98.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $20,647 | $4,350+374.6% | $3,465+495.9% | $4,661+343.0% |
| Participant deferral / active EE | $2,740 | $6,174-55.6% | $4,991-45.1% | $6,689-59.0% |
| Admin fee / account holder | $217 | $12,216-98.2% | $9,429-97.7% | $13,398-98.4% |