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 | $119,869 | $113,339+5.8% | $94,993+26.2% | $147,584-18.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 61.67% | 20.77%+40.9pp | 27.12%+34.6pp | 578.55%-516.9pp |
| Employer contribution / active EE | $52,117 | $3,160+1549.0% | $2,603+1901.8% | $4,876+968.8% |
| Participant deferral / active EE | $24,000 | $3,777+535.4% | $3,317+623.5% | $5,439+341.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |