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 | $181,347 | $144,119+25.8% | $117,854+53.9% | $147,584+22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.51% | 531.15%-518.6pp | 335.08%-322.6pp | 578.55%-566.0pp |
| Employer contribution / active EE | $17,683 | $4,896+261.1% | $3,786+367.1% | $4,876+262.6% |
| Participant deferral / active EE | $13,203 | $5,316+148.4% | $4,482+194.6% | $5,439+142.8% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |