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 | $188,121 | $96,635+94.7% | $86,612+117.2% | $139,434+34.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.35% | 106.41%-92.1pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $5,000 | $3,263+53.2% | $3,022+65.4% | $4,751+5.2% |
| Participant deferral / active EE | $21,368 | $4,836+341.8% | $4,438+381.5% | $6,710+218.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |