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 | $186,847 | $85,022+119.8% | $70,515+165.0% | $139,434+34.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 26.07% | 30.38%-4.3pp | 32.77%-6.7pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,433 | $3,909-37.8% | $2,973-18.2% | $4,751-48.8% |
| Participant deferral / active EE | $11,580 | $5,890+96.6% | $4,567+153.6% | $6,710+72.6% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |