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 | $176,789 | $77,730+127.4% | $70,164+152.0% | $139,434+26.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.64% | 18.98%-0.3pp | 18.87%-0.2pp | 372.94%-354.3pp |
| Employer contribution / active EE | $19,500 | $4,990+290.8% | $4,287+354.9% | $4,751+310.5% |
| Participant deferral / active EE | $0 | $6,448-100.0% | $5,395-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $5,368-100.0% | $4,561-100.0% | $11,403-100.0% |