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 | $155,315 | $99,020+56.9% | $86,590+79.4% | $147,584+5.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.02% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $20,728 | $3,132+561.8% | $2,839+630.0% | $4,876+325.1% |
| Participant deferral / active EE | $13,433 | $3,972+238.2% | $3,609+272.2% | $5,439+147.0% |
| Admin fee / account holder | $19 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |