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 | $200,923 | $148,534+35.3% | $135,903+47.8% | $139,434+44.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.91% | 79.19%-54.3pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $20,347 | $5,243+288.1% | $4,856+319.0% | $4,751+328.3% |
| Participant deferral / active EE | $17,002 | $8,100+109.9% | $7,758+119.2% | $6,710+153.4% |
| Admin fee / account holder | $3 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |