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 | $200,263 | $106,890+87.4% | $84,015+138.4% | $152,861+31.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 27.90% | 104.99%-77.1pp | 71.31%-43.4pp | 345.32%-317.4pp |
| Employer contribution / active EE | $6,627 | $2,734+142.4% | $1,983+234.1% | $4,762+39.2% |
| Participant deferral / active EE | $6,570 | $4,011+63.8% | $3,239+102.9% | $5,850+12.3% |
| Admin fee / account holder | $2 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |