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 | $162,116 | $76,738+111.3% | $56,411+187.4% | $145,922+11.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.33% | 2994.23%-2982.9pp | 1701.33%-1690.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,163 | $1,380+56.8% | $1,039+108.3% | $4,660-53.6% |
| Participant deferral / active EE | $10,592 | $2,623+303.9% | $1,952+442.6% | $6,688+58.4% |
| Admin fee / account holder | $10 | $3,334-99.7% | $2,829-99.6% | $13,397-99.9% |