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 | $182,234 | $108,919+67.3% | $100,391+81.5% | $145,922+24.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 57.88%-43.8pp | 49.20%-35.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $12,439 | $4,419+181.5% | $3,942+215.6% | $4,660+166.9% |
| Participant deferral / active EE | $10,737 | $8,445+27.1% | $8,082+32.9% | $6,688+60.5% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |