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 4-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 | $185,125 | $74,888+147.2% | $71,209+160.0% | $142,382+30.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.01% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $21,792 | $2,854+663.5% | $2,721+700.9% | $4,299+406.9% |
| Participant deferral / active EE | $12,208 | $4,454+174.1% | $4,175+192.4% | $6,507+87.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |