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 | $236,950 | $105,998+123.5% | $92,233+156.9% | $147,584+60.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.96% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $5,221 | $4,333+20.5% | $3,679+41.9% | $4,876+7.1% |
| Participant deferral / active EE | $15,732 | $4,478+251.3% | $3,897+303.7% | $5,439+189.3% |
| Admin fee / account holder | $152 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |