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 5-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 | $237,222 | $158,398+49.8% | $126,539+87.5% | $142,382+66.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 49.33% | 593.76%-544.4pp | 425.95%-376.6pp | 217.08%-167.8pp |
| Employer contribution / active EE | $12,619 | $4,650+171.4% | $3,674+243.5% | $4,299+193.5% |
| Participant deferral / active EE | $10,175 | $4,767+113.5% | $4,083+149.2% | $6,507+56.4% |
| Admin fee / account holder | $233 | $6,918-96.6% | $6,065-96.2% | $12,624-98.2% |