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 | $218,287 | $157,256+38.8% | $141,162+54.6% | $152,861+42.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.61% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $48,125 | $5,261+814.8% | $4,735+916.4% | $4,762+910.5% |
| Participant deferral / active EE | $13,750 | $7,109+93.4% | $6,709+104.9% | $5,850+135.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |