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 | $124,547 | $154,117-19.2% | $129,995-4.2% | $139,434-10.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.99% | 32.48%-12.5pp | -137.18%+157.2pp | 372.94%-353.0pp |
| Employer contribution / active EE | $7,029 | $5,289+32.9% | $4,320+62.7% | $4,751+48.0% |
| Participant deferral / active EE | $13,750 | $6,710+104.9% | $5,820+136.3% | $6,710+104.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |