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 | $127,475 | $84,696+50.5% | $75,696+68.4% | $167,490-23.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.71% | 199.36%-188.7pp | 104.53%-93.8pp | 478.56%-467.9pp |
| Employer contribution / active EE | $6,512 | $3,230+101.6% | $2,743+137.4% | $4,837+34.6% |
| Participant deferral / active EE | $13,408 | $4,580+192.8% | $3,821+250.9% | $6,341+111.4% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |