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 | $188,484 | $74,888+151.7% | $71,209+164.7% | $142,382+32.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.05% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,858 | $2,854+70.2% | $2,721+78.5% | $4,299+13.0% |
| Participant deferral / active EE | $5,626 | $4,454+26.3% | $4,175+34.7% | $6,507-13.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |