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 | $249,186 | $198,466+25.6% | $170,442+46.2% | $147,584+68.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.18% | 257.29%-233.1pp | 205.93%-181.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $10,367 | $6,184+67.6% | $5,433+90.8% | $4,876+112.6% |
| Participant deferral / active EE | $1,962 | $5,629-65.1% | $4,939-60.3% | $5,439-63.9% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |