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 | $219,380 | $159,934+37.2% | $147,005+49.2% | $145,959+50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.81% | 98.24%-85.4pp | 418.76%-406.0pp | 561.95%-549.1pp |
| Employer contribution / active EE | $13,163 | $5,287+149.0% | $4,934+166.8% | $4,661+182.4% |
| Participant deferral / active EE | $13,032 | $8,427+54.6% | $8,070+61.5% | $6,689+94.8% |
| Admin fee / account holder | $57 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |