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 | $235,800 | $157,256+49.9% | $141,162+67.0% | $152,861+54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.77% | 64.32%-40.6pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,015 | $5,261-61.7% | $4,735-57.4% | $4,762-57.7% |
| Participant deferral / active EE | $9,250 | $7,109+30.1% | $6,709+37.9% | $5,850+58.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |