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 | $87,644 | $105,859-17.2% | $90,160-2.8% | $147,584-40.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.91% | 37.63%-17.7pp | 34.88%-15.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $3,133 | $4,126-24.1% | $3,318-5.6% | $4,876-35.8% |
| Participant deferral / active EE | $13,653 | $5,733+138.1% | $5,288+158.2% | $5,439+151.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |