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 | $94,145 | $107,334-12.3% | $92,893+1.3% | $152,861-38.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.66% | 145.58%-116.9pp | 109.41%-80.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,071 | $4,221-74.6% | $3,653-70.7% | $4,762-77.5% |
| Participant deferral / active EE | $8,367 | $4,845+72.7% | $4,236+97.5% | $5,850+43.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |