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 | $239,412 | $154,117+55.3% | $129,995+84.2% | $139,434+71.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.36% | 32.48%-11.1pp | -137.18%+158.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $24,191 | $5,289+357.4% | $4,320+460.0% | $4,751+409.2% |
| Participant deferral / active EE | $18,157 | $6,710+170.6% | $5,820+212.0% | $6,710+170.6% |
| Admin fee / account holder | $10 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |