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 | $203,194 | $157,256+29.2% | $141,162+43.9% | $152,861+32.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 40.17% | 64.32%-24.2pp | 71.39%-31.2pp | 345.32%-305.2pp |
| Employer contribution / active EE | $6,976 | $5,261+32.6% | $4,735+47.3% | $4,762+46.5% |
| Participant deferral / active EE | $11,763 | $7,109+65.5% | $6,709+75.3% | $5,850+101.1% |
| Admin fee / account holder | $130 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |