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 | $145,194 | $69,207+109.8% | $64,056+126.7% | $139,434+4.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.14% | 45.88%-23.7pp | 33.69%-11.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $6,040 | $3,182+89.8% | $2,747+119.9% | $4,751+27.1% |
| Participant deferral / active EE | $12,044 | $4,682+157.3% | $3,880+210.4% | $6,710+79.5% |
| Admin fee / account holder | $120 | $4,244-97.2% | $3,068-96.1% | $11,403-99.0% |