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 | $193,333 | $112,881+71.3% | $90,951+112.6% | $158,922+21.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.12% | 215.79%-196.7pp | 134.60%-115.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,170 | $2,893-25.0% | $2,122+2.3% | $4,761-54.4% |
| Participant deferral / active EE | $6,900 | $4,128+67.2% | $3,373+104.6% | $5,982+15.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |