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 | $211,561 | $142,405+48.6% | $115,157+83.7% | $152,861+38.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.06% | 41.48%-22.4pp | 35.60%-16.5pp | 345.32%-326.3pp |
| Employer contribution / active EE | $1,181 | $4,010-70.6% | $3,179-62.9% | $4,762-75.2% |
| Participant deferral / active EE | $16,898 | $5,164+227.2% | $4,168+305.4% | $5,850+188.8% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |