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 | $142,861 | $104,106+37.2% | $71,086+101.0% | $135,375+5.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 20.56% | 1256.30%-1235.7pp | 650.59%-630.0pp | 519.73%-499.2pp |
| Employer contribution / active EE | $2,160 | $1,485+45.5% | $1,088+98.6% | $4,779-54.8% |
| Participant deferral / active EE | $24,500 | $2,527+869.5% | $1,874+1207.2% | $5,609+336.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |