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 | $154,904 | $102,966+50.4% | $90,281+71.6% | $152,861+1.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.11% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $5,393 | $3,139+71.8% | $2,854+88.9% | $4,762+13.2% |
| Participant deferral / active EE | $8,000 | $4,281+86.9% | $3,885+105.9% | $5,850+36.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |