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 | $173,440 | $90,348+92.0% | $75,972+128.3% | $145,922+18.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.32% | 620.88%-607.6pp | 359.55%-346.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $8,740 | $3,311+163.9% | $2,685+225.5% | $4,660+87.6% |
| Participant deferral / active EE | $11,752 | $5,162+127.7% | $4,255+176.2% | $6,688+75.7% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |