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 | $138,055 | $99,652+38.5% | $78,778+75.2% | $147,584-6.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.14% | 47.28%-34.1pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,849 | $2,796+1.9% | $1,986+43.5% | $4,876-41.6% |
| Participant deferral / active EE | $7,123 | $3,664+94.4% | $2,958+140.8% | $5,439+31.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |