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 | $191,790 | $109,817+74.6% | $98,442+94.8% | $167,490+14.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.90% | 1956.69%-1943.8pp | 1492.73%-1479.8pp | 478.56%-465.7pp |
| Employer contribution / active EE | $1,821 | $3,224-43.5% | $2,960-38.5% | $4,837-62.3% |
| Participant deferral / active EE | $12,433 | $4,673+166.1% | $4,276+190.8% | $6,341+96.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |