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 | $193,332 | $98,750+95.8% | $149,696+29.1% | $79,858+142.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 35.69% | 27.43%+8.3pp | 276.60%-240.9pp | 31.71%+4.0pp |
| Employer contribution / active EE | $30,903 | $3,216+860.8% | $4,644+565.4% | $2,471+1150.7% |
| Participant deferral / active EE | $7,373 | $5,680+29.8% | $6,842+7.8% | $3,740+97.1% |
| Admin fee / account holder | $30 | $6,053-99.5% | $9,309-99.7% | $5,306-99.4% |