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 | $122,316 | $84,696+44.4% | $75,696+61.6% | $167,490-27.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.00% | 199.36%-181.4pp | 104.53%-86.5pp | 478.56%-460.6pp |
| Employer contribution / active EE | $5,763 | $3,230+78.4% | $2,743+110.1% | $4,837+19.1% |
| Participant deferral / active EE | $13,231 | $4,580+188.9% | $3,821+246.2% | $6,341+108.6% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |