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 | $216,749 | $159,901+35.6% | $146,958+47.5% | $145,922+48.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.34% | 98.13%-76.8pp | 418.34%-397.0pp | 561.29%-539.9pp |
| Employer contribution / active EE | $20,231 | $5,286+282.7% | $4,933+310.1% | $4,660+334.2% |
| Participant deferral / active EE | $14,880 | $8,428+76.5% | $8,070+84.4% | $6,688+122.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |