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 | $150,270 | $140,940+6.6% | $112,229+33.9% | $139,434+7.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.94% | 32.71%-4.8pp | 30.20%-2.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,182 | $4,283-49.0% | $3,430-36.4% | $4,751-54.1% |
| Participant deferral / active EE | $3,200 | $5,874-45.5% | $4,798-33.3% | $6,710-52.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |