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 | $179,051 | $115,770+54.7% | $101,248+76.8% | $158,922+12.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.61% | 56.14%-29.5pp | 46.47%-19.9pp | 302.83%-276.2pp |
| Employer contribution / active EE | $12,500 | $4,175+199.4% | $3,660+241.6% | $4,761+162.5% |
| Participant deferral / active EE | $8,527 | $4,957+72.0% | $4,370+95.1% | $5,982+42.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |