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 | $217,002 | $185,822+16.8% | $169,993+27.7% | $139,434+55.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.97% | 60.50%-40.5pp | 53.37%-33.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $4,064 | $7,590-46.5% | $6,785-40.1% | $4,751-14.5% |
| Participant deferral / active EE | $11,177 | $11,622-3.8% | $10,408+7.4% | $6,710+66.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |