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 | $196,925 | $154,117+27.8% | $129,995+51.5% | $139,434+41.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.69% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,170 | $5,289+16.7% | $4,320+42.8% | $4,751+29.9% |
| Participant deferral / active EE | $14,473 | $6,710+115.7% | $5,820+148.7% | $6,710+115.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |