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 | $223,134 | $97,757+128.3% | $83,848+166.1% | $135,375+64.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | 14.18% | 1287.37%-1273.2pp | 850.88%-836.7pp | 519.73%-505.6pp |
| Employer contribution / active EE | $9,573 | $4,222+126.8% | $3,631+163.7% | $4,779+100.3% |
| Participant deferral / active EE | $9,293 | $4,682+98.5% | $4,082+127.7% | $5,609+65.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |