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 7-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 | $165,896 | $70,756+134.5% | $65,493+153.3% | $142,382+16.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.90% | 1754.89%-1743.0pp | 982.45%-970.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $7,100 | $2,881+146.5% | $2,574+175.8% | $4,299+65.2% |
| Participant deferral / active EE | $23,500 | $4,637+406.8% | $3,961+493.3% | $6,507+261.1% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |