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 | $228,496 | $183,963+24.2% | $162,163+40.9% | $152,861+49.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.42% | 150.76%-127.3pp | 115.59%-92.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,937 | $6,371-6.8% | $5,614+5.8% | $4,762+24.7% |
| Participant deferral / active EE | $4,314 | $8,034-46.3% | $7,298-40.9% | $5,850-26.3% |
| Admin fee / account holder | $42 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |