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 6-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 | $161,931 | $90,320+79.3% | $59,496+172.2% | $125,391+29.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 0.77% | 369.13%-368.4pp | 182.05%-181.3pp | 282.22%-281.5pp |
| Employer contribution / active EE | $17,717 | $1,792+888.9% | $1,153+1436.7% | $4,866+264.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2 | $3,063-99.9% | $2,232-99.9% | $9,540-100.0% |