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 | $228,022 | $111,814+103.9% | $93,654+143.5% | $145,959+56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.03% | 203.30%-192.3pp | 133.34%-122.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $14,605 | $3,092+372.4% | $2,421+503.3% | $4,661+213.4% |
| Participant deferral / active EE | $15,735 | $4,914+220.2% | $4,413+256.6% | $6,689+135.2% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |