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 | $111,496 | $103,376+7.9% | $87,100+28.0% | $152,861-27.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.31% | 28.10%-9.8pp | 28.19%-9.9pp | 345.32%-327.0pp |
| Employer contribution / active EE | $5,144 | $3,220+59.7% | $2,521+104.0% | $4,762+8.0% |
| Participant deferral / active EE | $2,273 | $4,778-52.4% | $4,049-43.9% | $5,850-61.2% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |