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 | $231,106 | $138,347+67.0% | $184,203+25.5% | $80,856+185.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 79.11% | 20.02%+59.1pp | 28.81%+50.3pp | 35.59%+43.5pp |
| Employer contribution / active EE | $25,351 | $4,850+422.7% | $6,427+294.4% | $2,755+820.2% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $240 | $10,483-97.7% | $13,901-98.3% | $6,918-96.5% |