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 | $214,006 | $135,952+57.4% | $123,892+72.7% | $273,961-21.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.33% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.1pp |
| Employer contribution / active EE | $6,568 | $5,170+27.0% | $4,617+42.3% | $4,869+34.9% |
| Participant deferral / active EE | $13,575 | $6,343+114.0% | $5,984+126.8% | $5,287+156.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |