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 | $178,791 | $96,635+85.0% | $86,612+106.4% | $139,434+28.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.72% | 106.41%-84.7pp | 591.07%-569.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $11,810 | $3,263+261.9% | $3,022+290.7% | $4,751+148.6% |
| Participant deferral / active EE | $7,945 | $4,836+64.3% | $4,438+79.0% | $6,710+18.4% |
| Admin fee / account holder | $60 | $6,408-99.1% | $5,614-98.9% | $11,403-99.5% |