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 | $213,980 | $99,652+114.7% | $78,778+171.6% | $147,584+45.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.44% | 47.28%-20.8pp | 35.62%-9.2pp | 578.55%-552.1pp |
| Employer contribution / active EE | $1,668 | $2,796-40.4% | $1,986-16.0% | $4,876-65.8% |
| Participant deferral / active EE | $3,336 | $3,664-8.9% | $2,958+12.8% | $5,439-38.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |