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 | $186,083 | $144,119+29.1% | $117,854+57.9% | $147,584+26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.52% | 531.15%-521.6pp | 335.08%-325.6pp | 578.55%-569.0pp |
| Employer contribution / active EE | $11,250 | $4,896+129.8% | $3,786+197.1% | $4,876+130.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $222 | $10,886-98.0% | $8,020-97.2% | $10,885-98.0% |