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 | $184,497 | $100,004+84.5% | $81,438+126.5% | $145,959+26.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.97% | 34.34%-20.4pp | 24.74%-10.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,800 | $2,970+28.0% | $2,460+54.4% | $4,661-18.5% |
| Participant deferral / active EE | $14,241 | $4,603+209.3% | $3,883+266.7% | $6,689+112.9% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |