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 6-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 | $222,630 | $115,708+92.4% | $65,255+241.2% | $139,434+59.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 14.03% | 31.19%-17.2pp | 47.35%-33.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,600 | $2,599+38.5% | $1,691+112.9% | $4,751-24.2% |
| Participant deferral / active EE | $30,000 | $4,240+607.6% | $2,831+959.7% | $6,710+347.1% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |