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 | $143,231 | $113,339+26.4% | $94,993+50.8% | $147,584-2.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 291.23% | 20.77%+270.5pp | 27.12%+264.1pp | 578.55%-287.3pp |
| Employer contribution / active EE | $1,576 | $3,160-50.1% | $2,603-39.5% | $4,876-67.7% |
| Participant deferral / active EE | $13,138 | $3,777+247.8% | $3,317+296.1% | $5,439+141.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |