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 | $224,298 | $124,281+80.5% | $109,143+105.5% | $167,490+33.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.15% | 26.04%-7.9pp | 25.75%-7.6pp | 478.56%-460.4pp |
| Employer contribution / active EE | $13,061 | $4,207+210.4% | $3,722+250.9% | $4,837+170.0% |
| Participant deferral / active EE | $3,328 | $5,255-36.7% | $4,653-28.5% | $6,341-47.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |