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 | $126,070 | $102,616+22.9% | $81,983+53.8% | $158,922-20.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.62% | 61.04%-44.4pp | 41.31%-24.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $16,400 | $3,240+406.2% | $2,498+556.5% | $4,761+244.5% |
| Participant deferral / active EE | $16,400 | $4,648+252.8% | $3,722+340.6% | $5,982+174.2% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |