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 | $248,321 | $144,119+72.3% | $117,854+110.7% | $147,584+68.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.93% | 531.15%-509.2pp | 335.08%-313.2pp | 578.55%-556.6pp |
| Employer contribution / active EE | $2,840 | $4,896-42.0% | $3,786-25.0% | $4,876-41.8% |
| Participant deferral / active EE | $7,427 | $5,316+39.7% | $4,482+65.7% | $5,439+36.6% |
| Admin fee / account holder | $200 | $10,886-98.2% | $8,020-97.5% | $10,885-98.2% |