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 | $205,566 | $175,202+17.3% | $149,673+37.3% | $139,434+47.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.28% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $22,957 | $5,474+319.4% | $4,818+376.5% | $4,751+383.2% |
| Participant deferral / active EE | $13,687 | $6,519+110.0% | $5,680+141.0% | $6,710+104.0% |
| Admin fee / account holder | $83 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |