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 | $206,920 | $111,724+85.2% | $93,606+121.1% | $145,922+41.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.68% | 202.98%-176.3pp | 133.20%-106.5pp | 561.29%-534.6pp |
| Employer contribution / active EE | $2,549 | $3,090-17.5% | $2,420+5.4% | $4,660-45.3% |
| Participant deferral / active EE | $16,843 | $4,912+242.9% | $4,411+281.8% | $6,688+151.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |