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 | $118,405 | $90,600+30.7% | $79,464+49.0% | $135,375-12.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.65% | 977.43%-967.8pp | 718.14%-708.5pp | 519.73%-510.1pp |
| Employer contribution / active EE | $11,879 | $3,068+287.2% | $2,800+324.2% | $4,779+148.6% |
| Participant deferral / active EE | $7,687 | $4,050+89.8% | $3,704+107.5% | $5,609+37.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |