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 | $110,051 | $115,770-4.9% | $101,248+8.7% | $158,922-30.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.46% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $13,550 | $4,175+224.6% | $3,660+270.3% | $4,761+184.6% |
| Participant deferral / active EE | $8,435 | $4,957+70.2% | $4,370+93.0% | $5,982+41.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |