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 | $135,864 | $149,734-9.3% | $118,925+14.2% | $158,922-14.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.46% | 19.95%-2.5pp | 35.88%-18.4pp | 302.83%-285.4pp |
| Employer contribution / active EE | $15,439 | $4,115+275.2% | $3,263+373.2% | $4,761+224.3% |
| Participant deferral / active EE | $9,450 | $5,223+80.9% | $4,265+121.6% | $5,982+58.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |