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 | $150,025 | $104,907+43.0% | $84,611+77.3% | $152,861-1.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.12% | 373.79%-353.7pp | 258.74%-238.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,412 | $3,302+3.3% | $2,652+28.6% | $4,762-28.4% |
| Participant deferral / active EE | $11,338 | $4,688+141.9% | $3,899+190.8% | $5,850+93.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |