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 5-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 | $160,698 | $72,400+122.0% | $67,502+138.1% | $145,922+10.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.38% | 7182.46%-7172.1pp | 3512.12%-3501.7pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,100 | $3,069-31.6% | $2,731-23.1% | $4,660-54.9% |
| Participant deferral / active EE | $30,500 | $4,783+537.7% | $4,000+662.5% | $6,688+356.1% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |