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 | $160,814 | $109,817+46.4% | $98,442+63.4% | $167,490-4.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.06% | 1956.69%-1939.6pp | 1492.73%-1475.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $10,462 | $3,224+224.5% | $2,960+253.5% | $4,837+116.3% |
| Participant deferral / active EE | $15,305 | $4,673+227.5% | $4,276+257.9% | $6,341+141.4% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |