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 5-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 | $147,301 | $112,729+30.7% | $98,716+49.2% | $137,256+7.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 24.23% | 38.48%-14.3pp | 31.81%-7.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $12,217 | $2,725+348.3% | $2,279+436.2% | $4,156+193.9% |
| Participant deferral / active EE | $22,280 | $4,640+380.2% | $4,048+450.4% | $6,407+247.8% |
| Admin fee / account holder | $23 | $10,129-99.8% | $8,703-99.7% | $12,270-99.8% |