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 | $161,569 | $98,240+64.5% | $82,313+96.3% | $147,584+9.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.69% | 30.85%-7.2pp | 25.88%-2.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,957 | $3,192-38.7% | $2,428-19.4% | $4,876-59.9% |
| Participant deferral / active EE | $7,098 | $4,383+61.9% | $3,706+91.5% | $5,439+30.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |