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 | $240,508 | $88,751+171.0% | $81,812+194.0% | $145,922+64.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.45% | 1025.40%-1014.0pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,279 | $3,083-58.5% | $2,912-56.1% | $4,660-72.6% |
| Participant deferral / active EE | $11,500 | $4,643+147.7% | $4,319+166.3% | $6,688+72.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |