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 | $249,733 | $102,604+143.4% | $86,188+189.8% | $139,434+79.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1922.51%-1912.5pp | 1168.45%-1158.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $13,764 | $3,032+353.9% | $2,380+478.3% | $4,751+189.7% |
| Participant deferral / active EE | $19,252 | $4,676+311.8% | $3,985+383.1% | $6,710+186.9% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |