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 | $159,363 | $74,888+112.8% | $71,209+123.8% | $142,382+11.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.83% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,115 | $2,854-25.9% | $2,721-22.3% | $4,299-50.8% |
| Participant deferral / active EE | $9,133 | $4,454+105.0% | $4,175+118.8% | $6,507+40.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |