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 | $233,034 | $105,998+119.8% | $92,233+152.7% | $147,584+57.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.18% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $8,500 | $4,333+96.2% | $3,679+131.0% | $4,876+74.3% |
| Participant deferral / active EE | $6,192 | $4,478+38.3% | $3,897+58.9% | $5,439+13.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |