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 | $137,486 | $127,777+7.6% | $106,548+29.0% | $167,490-17.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.03% | 33.87%-19.8pp | 26.80%-12.8pp | 478.56%-464.5pp |
| Employer contribution / active EE | $7,893 | $3,427+130.3% | $2,819+180.0% | $4,837+63.2% |
| Participant deferral / active EE | $9,724 | $5,087+91.2% | $4,398+121.1% | $6,341+53.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |