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 | $204,138 | $168,632+21.1% | $147,614+38.3% | $125,391+62.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.83% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $10,000 | $6,252+59.9% | $5,564+79.7% | $4,866+105.5% |
| Participant deferral / active EE | $9,300 | $5,507+68.9% | $4,895+90.0% | $5,352+73.8% |
| Admin fee / account holder | $17 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |