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 | $225,591 | $155,788+44.8% | $124,672+80.9% | $167,490+34.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.85% | 17.97%-4.1pp | 5142.93%-5129.1pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,836 | $4,163-55.9% | $3,324-44.7% | $4,837-62.0% |
| Participant deferral / active EE | $7,800 | $5,673+37.5% | $4,614+69.0% | $6,341+23.0% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |