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 | $170,668 | $99,020+72.4% | $86,590+97.1% | $147,584+15.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.52% | 1312.34%-1302.8pp | 964.84%-955.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $6,719 | $3,132+114.5% | $2,839+136.6% | $4,876+37.8% |
| Participant deferral / active EE | $5,217 | $3,972+31.3% | $3,609+44.6% | $5,439-4.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |