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 | $228,416 | $103,376+121.0% | $87,100+162.2% | $152,861+49.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 14.94% | 28.10%-13.2pp | 28.19%-13.2pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,201 | $3,220-31.7% | $2,521-12.7% | $4,762-53.8% |
| Participant deferral / active EE | $6,001 | $4,778+25.6% | $4,049+48.2% | $5,850+2.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |