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 | $206,624 | $99,877+106.9% | $84,966+143.2% | $145,922+41.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.07% | 83.76%-67.7pp | 66.38%-50.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,518 | $3,231-22.1% | $2,727-7.7% | $4,660-46.0% |
| Participant deferral / active EE | $4,547 | $5,291-14.1% | $4,519+0.6% | $6,688-32.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |