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 | $210,289 | $157,256+33.7% | $141,162+49.0% | $152,861+37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.06% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $6,268 | $5,261+19.1% | $4,735+32.4% | $4,762+31.6% |
| Participant deferral / active EE | $15,686 | $7,109+120.6% | $6,709+133.8% | $5,850+168.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |