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 | $148,288 | $70,606+110.0% | $53,898+175.1% | $142,382+4.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.01% | 619.81%-610.8pp | 528.60%-519.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $20,966 | $1,202+1644.1% | $932+2149.4% | $4,299+387.7% |
| Participant deferral / active EE | $15,103 | $2,364+538.9% | $1,826+727.0% | $6,507+132.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |