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 | $223,133 | $88,751+151.4% | $81,812+172.7% | $145,922+52.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.07% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,505 | $3,083+13.7% | $2,912+20.3% | $4,660-24.8% |
| Participant deferral / active EE | $7,569 | $4,643+63.0% | $4,319+75.3% | $6,688+13.2% |
| Admin fee / account holder | $144 | $8,415-98.3% | $7,386-98.1% | $13,397-98.9% |