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 | $163,551 | $135,952+20.3% | $123,892+32.0% | $273,961-40.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.17% | 56.63%-52.5pp | 47.52%-43.3pp | 41.45%-37.3pp |
| Employer contribution / active EE | $16,569 | $5,170+220.5% | $4,617+258.9% | $4,869+240.3% |
| Participant deferral / active EE | $13,000 | $6,343+105.0% | $5,984+117.2% | $5,287+145.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |