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 | $214,813 | $172,111+24.8% | $150,298+42.9% | $137,256+56.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.93% | 69.37%-55.4pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,250 | $4,636-51.5% | $4,154-45.8% | $4,156-45.9% |
| Participant deferral / active EE | $18,333 | $6,166+197.3% | $5,453+236.2% | $6,407+186.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |