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 | $200,868 | $158,398+26.8% | $126,539+58.7% | $142,382+41.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.42% | 593.76%-581.3pp | 425.95%-413.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $26,351 | $4,650+466.7% | $3,674+617.2% | $4,299+512.9% |
| Participant deferral / active EE | $2,500 | $4,767-47.6% | $4,083-38.8% | $6,507-61.6% |
| Admin fee / account holder | $258 | $6,918-96.3% | $6,065-95.7% | $12,624-98.0% |