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 | $148,824 | $105,998+40.4% | $92,233+61.4% | $147,584+0.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.05% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,389 | $4,333+1.3% | $3,679+19.3% | $4,876-10.0% |
| Participant deferral / active EE | $2,177 | $4,478-51.4% | $3,897-44.1% | $5,439-60.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |