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 | $249,008 | $210,648+18.2% | $177,989+39.9% | $145,922+70.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.82% | 385.86%-376.0pp | 294.48%-284.7pp | 561.29%-551.5pp |
| Employer contribution / active EE | $7,903 | $4,565+73.1% | $3,949+100.2% | $4,660+69.6% |
| Participant deferral / active EE | $15,169 | $6,958+118.0% | $6,276+141.7% | $6,688+126.8% |
| Admin fee / account holder | $40 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |