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 | $246,354 | $117,841+109.1% | $102,423+140.5% | $145,922+68.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,348 | $3,615-35.0% | $3,023-22.3% | $4,660-49.6% |
| Participant deferral / active EE | $4,344 | $5,731-24.2% | $5,053-14.0% | $6,688-35.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |