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 | $223,045 | $176,812+26.1% | $146,665+52.1% | $167,490+33.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.09% | 24.03%-14.9pp | 22.74%-13.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $38,500 | $5,160+646.1% | $4,136+830.8% | $4,837+695.9% |
| Participant deferral / active EE | $26,000 | $6,440+303.7% | $5,506+372.2% | $6,341+310.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |