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 | $246,152 | $175,202+40.5% | $149,673+64.5% | $139,434+76.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.51% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.4pp |
| Employer contribution / active EE | $7,786 | $5,474+42.2% | $4,818+61.6% | $4,751+63.9% |
| Participant deferral / active EE | $10,793 | $6,519+65.6% | $5,680+90.0% | $6,710+60.9% |
| Admin fee / account holder | $51 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |