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 | $209,739 | $109,327+91.8% | $89,391+134.6% | $158,922+32.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 54.49% | 345.68%-291.2pp | 245.62%-191.1pp | 302.83%-248.3pp |
| Employer contribution / active EE | $9,812 | $3,170+209.6% | $2,586+279.5% | $4,761+106.1% |
| Participant deferral / active EE | $3,688 | $4,598-19.8% | $3,890-5.2% | $5,982-38.4% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |