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 | $242,647 | $108,642+123.3% | $74,701+224.8% | $152,861+58.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.29% | 114.06%-91.8pp | 752.92%-730.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $14,600 | $1,503+871.4% | $1,084+1247.3% | $4,762+206.6% |
| Participant deferral / active EE | $11,703 | $2,712+331.5% | $1,964+496.0% | $5,850+100.0% |
| Admin fee / account holder | $122 | $4,902-97.5% | $3,333-96.3% | $11,596-98.9% |