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 | $218,588 | $179,726+21.6% | $156,263+39.9% | $142,382+53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.71% | 77.86%-60.1pp | 59.47%-41.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $11,940 | $5,069+135.5% | $4,333+175.6% | $4,299+177.7% |
| Participant deferral / active EE | $14,147 | $6,956+103.4% | $6,158+129.7% | $6,507+117.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |