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 | $205,455 | $148,534+38.3% | $135,903+51.2% | $139,434+47.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.80% | 79.19%-57.4pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $7,008 | $5,243+33.7% | $4,856+44.3% | $4,751+47.5% |
| Participant deferral / active EE | $14,447 | $8,100+78.4% | $7,758+86.2% | $6,710+115.3% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |