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 | $96,629 | $102,966-6.2% | $90,281+7.0% | $152,861-36.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.62% | 95.16%-71.5pp | 78.10%-54.5pp | 345.32%-321.7pp |
| Employer contribution / active EE | $5,591 | $3,139+78.1% | $2,854+95.9% | $4,762+17.4% |
| Participant deferral / active EE | $12,387 | $4,281+189.3% | $3,885+218.8% | $5,850+111.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |