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 | $248,461 | $88,751+180.0% | $81,812+203.7% | $145,922+70.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.01% | 1025.40%-1005.4pp | 773.79%-753.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,546 | $3,083-17.4% | $2,912-12.6% | $4,660-45.4% |
| Participant deferral / active EE | $10,529 | $4,643+126.8% | $4,319+143.8% | $6,688+57.4% |
| Admin fee / account holder | $270 | $8,415-96.8% | $7,386-96.3% | $13,397-98.0% |