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 | $221,389 | $154,117+43.7% | $129,995+70.3% | $139,434+58.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 32.48%-15.9pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,702 | $5,289-48.9% | $4,320-37.5% | $4,751-43.1% |
| Participant deferral / active EE | $8,773 | $6,710+30.8% | $5,820+50.7% | $6,710+30.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |