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 | $201,188 | $157,256+27.9% | $141,162+42.5% | $152,861+31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.81% | 64.32%-46.5pp | 71.39%-53.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $11,380 | $5,261+116.3% | $4,735+140.3% | $4,762+139.0% |
| Participant deferral / active EE | $17,600 | $7,109+147.6% | $6,709+162.3% | $5,850+200.8% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |