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 | $142,440 | $96,635+47.4% | $86,612+64.5% | $139,434+2.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 14.88% | 106.41%-91.5pp | 591.07%-576.2pp | 372.94%-358.1pp |
| Employer contribution / active EE | $8,325 | $3,263+155.1% | $3,022+175.4% | $4,751+75.2% |
| Participant deferral / active EE | $5,259 | $4,836+8.7% | $4,438+18.5% | $6,710-21.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |