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 | $180,460 | $96,635+86.7% | $86,612+108.4% | $139,434+29.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.98% | 106.41%-86.4pp | 591.07%-571.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $7,427 | $3,263+127.6% | $3,022+145.7% | $4,751+56.3% |
| Participant deferral / active EE | $12,816 | $4,836+165.0% | $4,438+188.8% | $6,710+91.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |