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 | $157,873 | $99,652+58.4% | $78,778+100.4% | $147,584+7.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.44% | 47.28%-37.8pp | 35.62%-26.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $4,721 | $2,796+68.9% | $1,986+137.7% | $4,876-3.2% |
| Participant deferral / active EE | $7,477 | $3,664+104.1% | $2,958+152.7% | $5,439+37.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |