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 | $190,726 | $135,952+40.3% | $123,892+53.9% | $273,961-30.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.22% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $16,953 | $5,170+227.9% | $4,617+267.2% | $4,869+248.2% |
| Participant deferral / active EE | $10,117 | $6,343+59.5% | $5,984+69.1% | $5,287+91.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |