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 | $161,820 | $100,901+60.4% | $75,670+113.9% | $147,584+9.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 8.11% | 35.78%-27.7pp | 27.34%-19.2pp | 578.55%-570.4pp |
| Employer contribution / active EE | $18,750 | $3,253+476.3% | $2,352+697.3% | $4,876+284.5% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |