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 | $181,123 | $100,852+79.6% | $90,404+100.3% | $158,922+14.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.58% | 1724.20%-1707.6pp | 1293.02%-1276.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $9,444 | $3,689+156.0% | $3,262+189.5% | $4,761+98.4% |
| Participant deferral / active EE | $8,733 | $4,348+100.8% | $3,963+120.3% | $5,982+46.0% |
| Admin fee / account holder | -$81 | $6,501-101.3% | $5,611-101.5% | $11,246-100.7% |