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 | $179,806 | $102,616+75.2% | $81,983+119.3% | $158,922+13.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.63% | 61.04%-49.4pp | 41.31%-29.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $21,371 | $3,240+559.6% | $2,498+755.5% | $4,761+348.9% |
| Participant deferral / active EE | $12,360 | $4,648+165.9% | $3,722+232.1% | $5,982+106.6% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |