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 | $246,364 | $169,032+45.7% | $129,207+90.7% | $145,922+68.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.40% | 14330.11%-14320.7pp | 9417.33%-9407.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,573 | $5,537-53.5% | $4,153-38.1% | $4,660-44.8% |
| Participant deferral / active EE | $26,688 | $4,987+435.1% | $4,168+540.4% | $6,688+299.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |