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 | $151,640 | $78,694+92.7% | $67,652+124.1% | $125,391+20.9% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | 0.18% | 9.46%-9.3pp | 6625.04%-6624.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $5,143 | $3,044+69.0% | $2,266+127.0% | $4,866+5.7% |
| Participant deferral / active EE | $6,000 | $4,292+39.8% | $3,560+68.6% | $5,352+12.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |