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 | $95,607 | $81,632+17.1% | $70,449+35.7% | $158,922-39.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.48% | 208.40%-192.9pp | 109.03%-93.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $5,242 | $3,217+62.9% | $2,737+91.5% | $4,761+10.1% |
| Participant deferral / active EE | $12,765 | $4,554+180.3% | $3,709+244.2% | $5,982+113.4% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |