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 | $97,442 | $69,207+40.8% | $64,056+52.1% | $139,434-30.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.30% | 45.88%-28.6pp | 33.69%-16.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $5,429 | $3,182+70.6% | $2,747+97.7% | $4,751+14.3% |
| Participant deferral / active EE | $5,473 | $4,682+16.9% | $3,880+41.1% | $6,710-18.4% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |