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 | $123,659 | $107,334+15.2% | $92,893+33.1% | $152,861-19.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.24% | 145.58%-118.3pp | 109.41%-82.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $12,428 | $4,221+194.4% | $3,653+240.2% | $4,762+161.0% |
| Participant deferral / active EE | $9,364 | $4,845+93.3% | $4,236+121.1% | $5,850+60.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |