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 | $152,849 | $135,635+12.7% | $110,238+38.7% | $135,375+12.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 169.53% | 513.19%-343.7pp | 314.74%-145.2pp | 519.73%-350.2pp |
| Employer contribution / active EE | $17,566 | $4,906+258.0% | $3,826+359.1% | $4,779+267.6% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $41 | $11,457-99.6% | $8,547-99.5% | $10,827-99.6% |