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 | $190,924 | $105,998+80.1% | $92,233+107.0% | $147,584+29.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.53% | 50.05%-23.5pp | 176.28%-149.8pp | 578.55%-552.0pp |
| Employer contribution / active EE | $3,003 | $4,333-30.7% | $3,679-18.4% | $4,876-38.4% |
| Participant deferral / active EE | $9,227 | $4,478+106.1% | $3,897+136.8% | $5,439+69.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |