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 | $216,453 | $99,079+118.5% | $77,999+177.5% | $273,961-21.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.17% | 217.93%-213.8pp | 425.96%-421.8pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,585 | $3,308-21.8% | $2,470+4.7% | $4,869-46.9% |
| Participant deferral / active EE | $7,370 | $4,306+71.1% | $3,497+110.8% | $5,287+39.4% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |