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 9-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 | $160,080 | $100,852+58.7% | $90,404+77.1% | $158,922+0.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.74% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,115 | $3,689-42.7% | $3,262-35.2% | $4,761-55.6% |
| Participant deferral / active EE | $9,404 | $4,348+116.3% | $3,963+137.3% | $5,982+57.2% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |