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 | $209,596 | $106,890+96.1% | $84,015+149.5% | $152,861+37.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.24% | 104.99%-90.7pp | 71.31%-57.1pp | 345.32%-331.1pp |
| Employer contribution / active EE | $20,709 | $2,734+657.4% | $1,983+944.1% | $4,762+334.8% |
| Participant deferral / active EE | $13,040 | $4,011+225.1% | $3,239+302.6% | $5,850+122.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |