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 | $233,720 | $110,261+112.0% | $95,745+144.1% | $139,434+67.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.49% | 27.11%-13.6pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,444 | $3,257-25.0% | $2,835-13.8% | $4,751-48.6% |
| Participant deferral / active EE | $11,438 | $4,676+144.6% | $4,245+169.5% | $6,710+70.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |