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 | $231,894 | $109,817+111.2% | $98,442+135.6% | $167,490+38.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.86% | 1956.69%-1936.8pp | 1492.73%-1472.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $4,444 | $3,224+37.8% | $2,960+50.1% | $4,837-8.1% |
| Participant deferral / active EE | $4,537 | $4,673-2.9% | $4,276+6.1% | $6,341-28.4% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |