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 | $232,733 | $100,852+130.8% | $90,404+157.4% | $158,922+46.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.06% | 1724.20%-1704.1pp | 1293.02%-1273.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $19,359 | $3,689+424.8% | $3,262+493.5% | $4,761+306.6% |
| Participant deferral / active EE | $14,956 | $4,348+244.0% | $3,963+277.4% | $5,982+150.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |