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 | $213,125 | $114,381+86.3% | $107,525+98.2% | $142,382+49.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.42% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $22,286 | $4,015+455.1% | $3,754+493.7% | $4,299+418.4% |
| Participant deferral / active EE | $3,693 | $5,564-33.6% | $5,116-27.8% | $6,507-43.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |