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 | $249,936 | $149,734+66.9% | $118,925+110.2% | $158,922+57.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.57% | 19.95%-5.4pp | 35.88%-21.3pp | 302.83%-288.3pp |
| Employer contribution / active EE | $19,514 | $4,115+374.2% | $3,263+498.1% | $4,761+309.9% |
| Participant deferral / active EE | $3,300 | $5,223-36.8% | $4,265-22.6% | $5,982-44.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |