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 | $222,359 | $148,534+49.7% | $135,903+63.6% | $139,434+59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.52% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $27,580 | $5,243+426.0% | $4,856+467.9% | $4,751+480.5% |
| Participant deferral / active EE | $26,924 | $8,100+232.4% | $7,758+247.1% | $6,710+301.2% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |