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 | $235,397 | $165,335+42.4% | $149,696+57.3% | $158,922+48.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.42% | 348.15%-334.7pp | 276.60%-263.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $9,638 | $5,103+88.9% | $4,644+107.5% | $4,761+102.4% |
| Participant deferral / active EE | $11,041 | $7,181+53.7% | $6,842+61.4% | $5,982+84.6% |
| Admin fee / account holder | $133 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |