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 | $129,558 | $27,915+364.1% | $58,482+121.5% | $75,163+72.4% |
| Participation rate | 87.8% | 38.8%+49.0pp | 50.9%+36.9pp | 67.2%+20.6pp |
| Annual return | 27.66% | 44.20%-16.5pp | 4239.32%-4211.7pp | 160.62%-133.0pp |
| Employer contribution / active EE | $3,049 | $669+355.7% | $1,053+189.5% | $2,670+14.2% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $1,726-100.0% | $2,516-100.0% | $5,651-100.0% |