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 | $212,384 | $105,859+100.6% | $90,160+135.6% | $147,584+43.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.69% | 37.63%-22.9pp | 34.88%-20.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $16,289 | $4,126+294.8% | $3,318+390.9% | $4,876+234.0% |
| Participant deferral / active EE | $10,629 | $5,733+85.4% | $5,288+101.0% | $5,439+95.4% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |