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 | $212,671 | $102,604+107.3% | $86,188+146.8% | $139,434+52.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.36% | 1922.51%-1901.1pp | 1168.45%-1147.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,846 | $3,032-39.1% | $2,380-22.4% | $4,751-61.1% |
| Participant deferral / active EE | $6,472 | $4,676+38.4% | $3,985+62.4% | $6,710-3.5% |
| Admin fee / account holder | $38 | $8,657-99.6% | $6,852-99.4% | $11,403-99.7% |