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 5-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 | $182,591 | $107,934+69.2% | $91,989+98.5% | $152,861+19.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 43.32% | 89.24%-45.9pp | 69.02%-25.7pp | 345.32%-302.0pp |
| Employer contribution / active EE | $18,125 | $4,210+330.5% | $3,452+425.1% | $4,762+280.6% |
| Participant deferral / active EE | $22,000 | $6,364+245.7% | $5,923+271.4% | $5,850+276.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |