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 | $214,722 | $152,587+40.7% | $125,175+71.5% | $152,861+40.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.87% | 54.84%-44.0pp | 43.79%-32.9pp | 345.32%-334.4pp |
| Employer contribution / active EE | $8,613 | $4,946+74.1% | $3,865+122.8% | $4,762+80.9% |
| Participant deferral / active EE | $10,505 | $5,868+79.0% | $4,937+112.8% | $5,850+79.6% |
| Admin fee / account holder | $1 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |