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 | $111,645 | $102,547+8.9% | $78,210+42.7% | $147,584-24.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.53% | 51.08%-34.5pp | 40.90%-24.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $417 | $2,617-84.1% | $2,034-79.5% | $4,876-91.5% |
| Participant deferral / active EE | $417 | $3,481-88.0% | $2,823-85.2% | $5,439-92.3% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |