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 | $107,732 | $180,449-40.3% | $154,107-30.1% | $135,375-20.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.10% | 888.09%-882.0pp | 735.12%-729.0pp | 519.73%-513.6pp |
| Employer contribution / active EE | $10,200 | $6,035+69.0% | $5,298+92.5% | $4,779+113.4% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |