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 | $131,242 | $118,849+10.4% | $96,562+35.9% | $167,490-21.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.46% | 50.49%-21.0pp | 37.78%-8.3pp | 478.56%-449.1pp |
| Employer contribution / active EE | $2,144 | $3,120-31.3% | $2,356-9.0% | $4,837-55.7% |
| Participant deferral / active EE | $11,827 | $4,616+156.2% | $3,849+207.3% | $6,341+86.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |