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 | $126,178 | $138,065-8.6% | $123,544+2.1% | $135,375-6.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 24.28% | 153.68%-129.4pp | 119.20%-94.9pp | 519.73%-495.5pp |
| Employer contribution / active EE | $6,574 | $5,151+27.6% | $4,628+42.0% | $4,779+37.6% |
| Participant deferral / active EE | $4,903 | $6,799-27.9% | $6,426-23.7% | $5,609-12.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |