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 | $106,036 | $84,696+25.2% | $75,696+40.1% | $167,490-36.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.95% | 199.36%-181.4pp | 104.53%-86.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $12,185 | $3,230+277.3% | $2,743+344.3% | $4,837+151.9% |
| Participant deferral / active EE | $2,473 | $4,580-46.0% | $3,821-35.3% | $6,341-61.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |