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 | $229,932 | $94,752+142.7% | $112,887+103.7% | $139,434+64.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 23.55% | 40.88%-17.3pp | 34.10%-10.5pp | 372.94%-349.4pp |
| Employer contribution / active EE | $24,866 | $4,625+437.6% | $4,563+444.9% | $4,751+423.4% |
| Participant deferral / active EE | $17,813 | $6,512+173.5% | $6,513+173.5% | $6,710+165.5% |
| Admin fee / account holder | $166 | $8,527-98.1% | $7,047-97.6% | $11,403-98.5% |