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 | $217,600 | $183,963+18.3% | $162,163+34.2% | $152,861+42.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.58% | 150.76%-133.2pp | 115.59%-98.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,082 | $6,371-51.6% | $5,614-45.1% | $4,762-35.3% |
| Participant deferral / active EE | $10,240 | $8,034+27.5% | $7,298+40.3% | $5,850+75.0% |
| Admin fee / account holder | $10 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |