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 | $189,470 | $102,966+84.0% | $90,281+109.9% | $152,861+23.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.37% | 95.16%-66.8pp | 78.10%-49.7pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,850 | $3,139-41.1% | $2,854-35.2% | $4,762-61.2% |
| Participant deferral / active EE | $3,648 | $4,281-14.8% | $3,885-6.1% | $5,850-37.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |