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 | $229,474 | $158,398+44.9% | $126,539+81.3% | $142,382+61.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.02% | 593.76%-580.7pp | 425.95%-412.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,047 | $4,650-77.5% | $3,674-71.5% | $4,299-75.7% |
| Participant deferral / active EE | $10,167 | $4,767+113.3% | $4,083+149.0% | $6,507+56.2% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |