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 | $135,413 | $118,680+14.1% | $98,907+36.9% | $158,922-14.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.04% | 372.35%-357.3pp | 196.43%-181.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,832 | $3,333-45.0% | $2,689-31.9% | $4,761-61.5% |
| Participant deferral / active EE | $7,146 | $5,088+40.4% | $4,244+68.4% | $5,982+19.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |