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 | $207,283 | $117,381+76.6% | $99,443+108.4% | $152,861+35.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 34.19% | 31.87%+2.3pp | 30.72%+3.5pp | 345.32%-311.1pp |
| Employer contribution / active EE | $1,579 | $3,013-47.6% | $2,540-37.8% | $4,762-66.8% |
| Participant deferral / active EE | $14,038 | $4,086+243.6% | $3,619+287.9% | $5,850+140.0% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |