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 | $199,014 | $126,574+57.2% | $106,213+87.4% | $145,922+36.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.15% | 224.79%-203.6pp | 116.14%-95.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $2,081 | $3,730-44.2% | $3,171-34.4% | $4,660-55.3% |
| Participant deferral / active EE | $14,375 | $5,724+151.2% | $5,016+186.6% | $6,688+114.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |