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 | $211,547 | $140,578+50.5% | $100,671+110.1% | $125,391+68.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.23% | 24.67%-24.9pp | 20.43%-20.7pp | 282.22%-282.5pp |
| Employer contribution / active EE | $9,522 | $5,965+59.6% | $4,012+137.3% | $4,866+95.7% |
| Participant deferral / active EE | $11,619 | $3,981+191.8% | $3,144+269.6% | $5,352+117.1% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |