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 | $119,027 | $99,652+19.4% | $78,778+51.1% | $147,584-19.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.82% | 47.28%-30.5pp | 35.62%-18.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $5,593 | $2,796+100.1% | $1,986+181.7% | $4,876+14.7% |
| Participant deferral / active EE | $4,249 | $3,664+16.0% | $2,958+43.6% | $5,439-21.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |