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 | $140,437 | $74,888+87.5% | $71,209+97.2% | $142,382-1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.41% | 345.14%-326.7pp | 282.51%-264.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $18,600 | $2,854+551.6% | $2,721+583.6% | $4,299+332.6% |
| Participant deferral / active EE | $18,600 | $4,454+317.6% | $4,175+345.5% | $6,507+185.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |