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 | $102,124 | $76,738+33.1% | $56,411+81.0% | $145,922-30.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 13.28% | 2994.23%-2980.9pp | 1701.33%-1688.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $9,076 | $1,380+557.8% | $1,039+773.8% | $4,660+94.8% |
| Participant deferral / active EE | $11,017 | $2,623+320.1% | $1,952+464.5% | $6,688+64.7% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |