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 | $242,137 | $106,515+127.3% | $96,683+150.4% | $139,434+73.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.05% | 38.43%-17.4pp | 35.69%-14.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $16,177 | $4,103+294.3% | $3,737+332.9% | $4,751+240.5% |
| Participant deferral / active EE | $10,508 | $5,454+92.7% | $4,878+115.4% | $6,710+56.6% |
| Admin fee / account holder | $56 | $7,877-99.3% | $6,730-99.2% | $11,403-99.5% |