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 | $173,384 | $106,890+62.2% | $84,015+106.4% | $152,861+13.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.02% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,848 | $2,734+77.3% | $1,983+144.4% | $4,762+1.8% |
| Participant deferral / active EE | $21,000 | $4,011+423.5% | $3,239+548.4% | $5,850+259.0% |
| Admin fee / account holder | $24 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |