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 | $123,039 | $95,266+29.2% | $82,389+49.3% | $142,382-13.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.51% | 25.74%-14.2pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $8,597 | $2,991+187.4% | $2,517+241.6% | $4,299+100.0% |
| Participant deferral / active EE | $8,067 | $4,809+67.8% | $4,155+94.2% | $6,507+24.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |