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 | $139,918 | $104,907+33.4% | $84,611+65.4% | $152,861-8.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.06% | 373.79%-352.7pp | 258.74%-237.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $14,792 | $3,302+348.0% | $2,652+457.7% | $4,762+210.6% |
| Participant deferral / active EE | $7,153 | $4,688+52.6% | $3,899+83.5% | $5,850+22.3% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |