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 | $135,402 | $124,281+8.9% | $109,143+24.1% | $167,490-19.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.04% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,365 | $4,207-67.6% | $3,722-63.3% | $4,837-71.8% |
| Participant deferral / active EE | $8,917 | $5,255+69.7% | $4,653+91.6% | $6,341+40.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |