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 | $194,291 | $102,616+89.3% | $81,983+137.0% | $158,922+22.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.99% | 61.04%-49.1pp | 41.31%-29.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,759 | $3,240-45.7% | $2,498-29.6% | $4,761-63.1% |
| Participant deferral / active EE | $7,951 | $4,648+71.1% | $3,722+113.6% | $5,982+32.9% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |