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 | $209,708 | $180,449+16.2% | $154,107+36.1% | $135,375+54.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 12.23% | 888.09%-875.9pp | 735.12%-722.9pp | 519.73%-507.5pp |
| Employer contribution / active EE | $2,133 | $6,035-64.7% | $5,298-59.7% | $4,779-55.4% |
| Participant deferral / active EE | $10,133 | $5,806+74.5% | $5,081+99.5% | $5,609+80.7% |
| Admin fee / account holder | $45 | $16,143-99.7% | $13,411-99.7% | $10,827-99.6% |