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 | $234,954 | $165,335+42.1% | $149,696+57.0% | $158,922+47.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.42% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $14,519 | $5,103+184.5% | $4,644+212.6% | $4,761+204.9% |
| Participant deferral / active EE | $5,327 | $7,181-25.8% | $6,842-22.1% | $5,982-11.0% |
| Admin fee / account holder | $56 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |