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 | $249,547 | $165,335+50.9% | $149,696+66.7% | $158,922+57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.92% | 348.15%-325.2pp | 276.60%-253.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $18,000 | $5,103+252.7% | $4,644+287.6% | $4,761+278.1% |
| Participant deferral / active EE | $26,000 | $7,181+262.1% | $6,842+280.0% | $5,982+334.6% |
| Admin fee / account holder | $27 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |