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 | $209,978 | $185,822+13.0% | $169,993+23.5% | $139,434+50.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.31% | 60.50%-42.2pp | 53.37%-35.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,969 | $7,590-74.1% | $6,785-71.0% | $4,751-58.6% |
| Participant deferral / active EE | $7,929 | $11,622-31.8% | $10,408-23.8% | $6,710+18.2% |
| Admin fee / account holder | $51 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |