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 | $228,796 | $202,432+13.0% | $169,368+35.1% | $139,434+64.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.30% | 531.74%-510.4pp | 405.60%-384.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $21,367 | $4,692+355.4% | $4,013+432.5% | $4,751+349.7% |
| Participant deferral / active EE | $9,197 | $6,938+32.6% | $6,221+47.8% | $6,710+37.1% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |