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 | $239,285 | $210,648+13.6% | $177,989+34.4% | $145,922+64.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.23% | 385.86%-361.6pp | 294.48%-270.3pp | 561.29%-537.1pp |
| Employer contribution / active EE | $15,694 | $4,565+243.8% | $3,949+297.5% | $4,660+236.8% |
| Participant deferral / active EE | $26,750 | $6,958+284.5% | $6,276+326.2% | $6,688+300.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |