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 | $218,119 | $81,625+167.2% | $58,482+273.0% | $139,434+56.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.28% | 7404.20%-7391.9pp | 4239.32%-4227.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $12,113 | $1,398+766.3% | $1,053+1050.0% | $4,751+155.0% |
| Participant deferral / active EE | $13,750 | $2,557+437.8% | $1,924+614.7% | $6,710+104.9% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |