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 | $221,796 | $96,305+130.3% | $80,569+175.3% | $139,434+59.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.44% | 1350.08%-1326.6pp | 935.43%-912.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,793 | $3,262-14.4% | $2,723+2.6% | $4,751-41.2% |
| Participant deferral / active EE | $6,175 | $5,232+18.0% | $4,447+38.8% | $6,710-8.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |