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 | $229,324 | $155,788+47.2% | $124,672+83.9% | $167,490+36.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.94% | 17.97%-1.0pp | 5142.93%-5126.0pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,649 | $4,163-36.4% | $3,324-20.3% | $4,837-45.2% |
| Participant deferral / active EE | $4,171 | $5,673-26.5% | $4,614-9.6% | $6,341-34.2% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |