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 | $91,655 | $152,587-39.9% | $125,175-26.8% | $152,861-40.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.58% | 54.84%-41.3pp | 43.79%-30.2pp | 345.32%-331.7pp |
| Employer contribution / active EE | $3,794 | $4,946-23.3% | $3,865-1.8% | $4,762-20.3% |
| Participant deferral / active EE | $8,050 | $5,868+37.2% | $4,937+63.1% | $5,850+37.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |