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 | $149,003 | $118,680+25.6% | $98,907+50.6% | $158,922-6.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.13% | 372.35%-358.2pp | 196.43%-182.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,771 | $3,333-46.9% | $2,689-34.1% | $4,761-62.8% |
| Participant deferral / active EE | $7,116 | $5,088+39.9% | $4,244+67.7% | $5,982+19.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |