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 | $242,570 | $84,696+186.4% | $75,696+220.5% | $167,490+44.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.31% | 199.36%-182.1pp | 104.53%-87.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $9,415 | $3,230+191.5% | $2,743+243.3% | $4,837+94.6% |
| Participant deferral / active EE | $1,595 | $4,580-65.2% | $3,821-58.3% | $6,341-74.8% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |