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 | $217,334 | $183,519+18.4% | $155,509+39.8% | $145,922+48.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.90% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $24,751 | $5,313+365.9% | $4,672+429.7% | $4,660+431.2% |
| Participant deferral / active EE | $9,536 | $6,462+47.6% | $5,626+69.5% | $6,688+42.6% |
| Admin fee / account holder | $238 | $19,313-98.8% | $15,912-98.5% | $13,397-98.2% |