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 | $229,113 | $177,572+29.0% | $154,803+48.0% | $142,382+60.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.75% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $8,449 | $4,810+75.6% | $4,305+96.2% | $4,299+96.5% |
| Participant deferral / active EE | $9,737 | $6,272+55.3% | $5,540+75.7% | $6,507+49.6% |
| Admin fee / account holder | $265 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |