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 | $102,409 | $107,015-4.3% | $73,545+39.2% | $147,584-30.6% |
| Participation rate | 87.5% | 66.4%+21.1pp | 54.9%+32.6pp | 82.8%+4.7pp |
| Annual return | 20.67% | 38.25%-17.6pp | -15.16%+35.8pp | 578.55%-557.9pp |
| Employer contribution / active EE | $7,679 | $1,760+336.3% | $1,219+530.0% | $4,876+57.5% |
| Participant deferral / active EE | $9,286 | $2,462+277.2% | $1,806+414.2% | $5,439+70.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |