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 | $188,202 | $102,966+82.8% | $90,281+108.5% | $152,861+23.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.93% | 95.16%-80.2pp | 78.10%-63.2pp | 345.32%-330.4pp |
| Employer contribution / active EE | $6,587 | $3,139+109.9% | $2,854+130.8% | $4,762+38.3% |
| Participant deferral / active EE | $13,430 | $4,281+213.7% | $3,885+245.7% | $5,850+129.6% |
| Admin fee / account holder | $2 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |