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 | $209,836 | $99,079+111.8% | $77,999+169.0% | $273,961-23.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.75% | 217.93%-209.2pp | 425.96%-417.2pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,458 | $3,308-25.7% | $2,470-0.5% | $4,869-49.5% |
| Participant deferral / active EE | $13,290 | $4,306+208.6% | $3,497+280.1% | $5,287+151.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |