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 | $207,584 | $99,020+109.6% | $86,590+139.7% | $147,584+40.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.09% | 1312.34%-1303.2pp | 964.84%-955.7pp | 578.55%-569.5pp |
| Employer contribution / active EE | $6,509 | $3,132+107.8% | $2,839+129.2% | $4,876+33.5% |
| Participant deferral / active EE | $15,323 | $3,972+285.8% | $3,609+324.6% | $5,439+181.7% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |