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 | $248,223 | $148,534+67.1% | $135,903+82.6% | $139,434+78.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.97% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $15,628 | $5,243+198.1% | $4,856+221.8% | $4,751+228.9% |
| Participant deferral / active EE | $18,600 | $8,100+129.6% | $7,758+139.8% | $6,710+177.2% |
| Admin fee / account holder | $296 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |