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 | $148,554 | $99,020+50.0% | $86,590+71.6% | $147,584+0.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.04% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,003 | $3,132-36.0% | $2,839-29.5% | $4,876-58.9% |
| Participant deferral / active EE | $12,542 | $3,972+215.7% | $3,609+247.5% | $5,439+130.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |