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 | $202,920 | $110,261+84.0% | $95,745+111.9% | $139,434+45.5% |
| Participation rate | 95.0% | 75.8%+19.2pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 17.76% | 27.11%-9.3pp | 28.35%-10.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $11,369 | $3,257+249.0% | $2,835+301.1% | $4,751+139.3% |
| Participant deferral / active EE | $9,056 | $4,676+93.7% | $4,245+113.3% | $6,710+35.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |