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 | $154,399 | $105,998+45.7% | $92,233+67.4% | $147,584+4.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.30% | 50.05%-38.8pp | 176.28%-165.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,105 | $4,333-74.5% | $3,679-70.0% | $4,876-77.3% |
| Participant deferral / active EE | $12,480 | $4,478+178.7% | $3,897+220.3% | $5,439+129.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |