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 | $124,835 | $105,859+17.9% | $90,160+38.5% | $147,584-15.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.01% | 37.63%-16.6pp | 34.88%-13.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $6,986 | $4,126+69.3% | $3,318+110.5% | $4,876+43.3% |
| Participant deferral / active EE | $13,308 | $5,733+132.1% | $5,288+151.7% | $5,439+144.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |