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 | $226,025 | $102,966+119.5% | $90,281+150.4% | $152,861+47.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 26.33% | 95.16%-68.8pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,536 | $3,139-19.2% | $2,854-11.2% | $4,762-46.7% |
| Participant deferral / active EE | $8,831 | $4,281+106.3% | $3,885+127.3% | $5,850+51.0% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |