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 5-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 | $122,487 | $70,606+73.5% | $53,898+127.3% | $142,382-14.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.95% | 619.81%-609.9pp | 528.60%-518.7pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,836 | $1,202+52.7% | $932+96.9% | $4,299-57.3% |
| Participant deferral / active EE | $11,781 | $2,364+398.4% | $1,826+545.1% | $6,507+81.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |