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 | $234,140 | $201,272+16.3% | $184,203+27.1% | $145,922+60.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.30% | 29.00%-12.7pp | 28.81%-12.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $17,771 | $7,022+153.1% | $6,427+176.5% | $4,660+281.4% |
| Participant deferral / active EE | $16,404 | $9,806+67.3% | $9,131+79.6% | $6,688+145.3% |
| Admin fee / account holder | $193 | $16,364-98.8% | $13,901-98.6% | $13,397-98.6% |