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 | $227,258 | $227,553-0.1% | $189,557+19.9% | $167,490+35.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.15% | 78.40%-62.3pp | 64.17%-48.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,070 | $5,316-79.9% | $4,412-75.7% | $4,837-77.9% |
| Participant deferral / active EE | $10,750 | $7,002+53.5% | $6,174+74.1% | $6,341+69.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |