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 9-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 | $192,904 | $112,881+70.9% | $90,951+112.1% | $158,922+21.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.17% | 215.79%-198.6pp | 134.60%-117.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $7,200 | $2,893+148.9% | $2,122+239.3% | $4,761+51.2% |
| Participant deferral / active EE | $26,000 | $4,128+529.9% | $3,373+670.8% | $5,982+334.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |