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 7-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 | $227,390 | $210,648+7.9% | $177,989+27.8% | $145,922+55.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,882 | $4,565+28.9% | $3,949+49.0% | $4,660+26.2% |
| Participant deferral / active EE | $20,717 | $6,958+197.8% | $6,276+230.1% | $6,688+209.8% |
| Admin fee / account holder | $56 | $12,013-99.5% | $10,363-99.5% | $13,397-99.6% |