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 | $236,929 | $98,750+139.9% | $149,696+58.3% | $79,858+196.7% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 76.25% | 27.43%+48.8pp | 276.60%-200.4pp | 31.71%+44.5pp |
| Employer contribution / active EE | $13,462 | $3,216+318.5% | $4,644+189.9% | $2,471+444.8% |
| Participant deferral / active EE | $9,759 | $5,680+71.8% | $6,842+42.6% | $3,740+160.9% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |