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 | $247,961 | $102,966+140.8% | $90,281+174.7% | $152,861+62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 33.23% | 95.16%-61.9pp | 78.10%-44.9pp | 345.32%-312.1pp |
| Employer contribution / active EE | $15,169 | $3,139+383.3% | $2,854+431.4% | $4,762+218.5% |
| Participant deferral / active EE | $13,146 | $4,281+207.0% | $3,885+238.3% | $5,850+124.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |