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 | $174,214 | $96,305+80.9% | $80,569+116.2% | $139,434+24.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.12% | 1350.08%-1330.0pp | 935.43%-915.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,485 | $3,262+6.8% | $2,723+27.9% | $4,751-26.7% |
| Participant deferral / active EE | $10,439 | $5,232+99.5% | $4,447+134.7% | $6,710+55.6% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |