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 | $114,399 | $110,261+3.8% | $95,745+19.5% | $139,434-18.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.06% | 27.11%-17.0pp | 28.35%-18.3pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,044 | $3,257-67.9% | $2,835-63.2% | $4,751-78.0% |
| Participant deferral / active EE | $13,989 | $4,676+199.2% | $4,245+229.6% | $6,710+108.5% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |