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 | $241,840 | $124,185+94.7% | $108,410+123.1% | $167,490+44.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.66% | 1379.64%-1366.0pp | 905.27%-891.6pp | 478.56%-464.9pp |
| Employer contribution / active EE | $12,056 | $4,187+188.0% | $3,558+238.8% | $4,837+149.2% |
| Participant deferral / active EE | $12,088 | $6,908+75.0% | $6,563+84.2% | $6,341+90.6% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |