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 | $183,041 | $91,037+101.1% | $71,671+155.4% | $147,584+24.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.27% | 20.48%-6.2pp | 20.65%-6.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $13,177 | $3,327+296.0% | $2,460+435.7% | $4,876+170.2% |
| Participant deferral / active EE | $11,646 | $4,498+158.9% | $3,438+238.7% | $5,439+114.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |