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 5-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 | $183,769 | $70,606+160.3% | $53,898+241.0% | $142,382+29.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.75% | 619.81%-603.1pp | 528.60%-511.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,026 | $1,202+234.9% | $932+332.0% | $4,299-6.3% |
| Participant deferral / active EE | $12,410 | $2,364+425.0% | $1,826+579.5% | $6,507+90.7% |
| Admin fee / account holder | $198 | $2,852-93.1% | $2,491-92.1% | $12,624-98.4% |