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 | $124,861 | $90,503+38.0% | $78,689+58.7% | $273,961-54.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 346.02% | 75.60%+270.4pp | 62.18%+283.8pp | 41.45%+304.6pp |
| Employer contribution / active EE | $12,705 | $3,176+300.0% | $2,851+345.7% | $4,869+160.9% |
| Participant deferral / active EE | $13,209 | $3,901+238.6% | $3,517+275.6% | $5,287+149.8% |
| Admin fee / account holder | $247 | $5,263-95.3% | $4,510-94.5% | $10,132-97.6% |