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 | $171,350 | $107,015+60.1% | $73,545+133.0% | $147,584+16.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.12% | 38.25%-21.1pp | -15.16%+32.3pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,315 | $1,760-25.3% | $1,219+7.9% | $4,876-73.0% |
| Participant deferral / active EE | $8,347 | $2,462+239.1% | $1,806+362.2% | $5,439+53.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |