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 | $175,296 | $144,119+21.6% | $117,854+48.7% | $147,584+18.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.78% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $10,277 | $4,896+109.9% | $3,786+171.4% | $4,876+110.7% |
| Participant deferral / active EE | $8,477 | $5,316+59.5% | $4,482+89.1% | $5,439+55.9% |
| Admin fee / account holder | $216 | $10,886-98.0% | $8,020-97.3% | $10,885-98.0% |