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 | $146,509 | $115,770+26.6% | $101,248+44.7% | $158,922-7.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.88% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,499 | $4,175-40.1% | $3,660-31.7% | $4,761-47.5% |
| Participant deferral / active EE | $8,479 | $4,957+71.0% | $4,370+94.0% | $5,982+41.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |