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 | $149,253 | $106,890+39.6% | $84,015+77.7% | $152,861-2.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.58% | 104.99%-93.4pp | 71.31%-59.7pp | 345.32%-333.7pp |
| Employer contribution / active EE | $3,491 | $2,734+27.7% | $1,983+76.0% | $4,762-26.7% |
| Participant deferral / active EE | $12,600 | $4,011+214.1% | $3,239+289.1% | $5,850+115.4% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |