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 | $165,474 | $106,890+54.8% | $84,015+97.0% | $152,861+8.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 29.41% | 104.99%-75.6pp | 71.31%-41.9pp | 345.32%-315.9pp |
| Employer contribution / active EE | $4,284 | $2,734+56.7% | $1,983+116.0% | $4,762-10.0% |
| Participant deferral / active EE | $25,500 | $4,011+535.7% | $3,239+687.4% | $5,850+335.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |