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 | $127,050 | $135,952-6.5% | $123,892+2.5% | $273,961-53.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 516.39% | 56.63%+459.8pp | 47.52%+468.9pp | 41.45%+474.9pp |
| Employer contribution / active EE | $2,730 | $5,170-47.2% | $4,617-40.9% | $4,869-43.9% |
| Participant deferral / active EE | $8,407 | $6,343+32.5% | $5,984+40.5% | $5,287+59.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |