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 | $195,470 | $117,841+65.9% | $102,423+90.8% | $145,922+34.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.95% | 31.65%-9.7pp | 29.32%-7.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $9,504 | $3,615+162.9% | $3,023+214.3% | $4,660+104.0% |
| Participant deferral / active EE | $4,950 | $5,731-13.6% | $5,053-2.0% | $6,688-26.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |