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 | $134,424 | $107,334+25.2% | $92,893+44.7% | $152,861-12.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.95% | 145.58%-128.6pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,120 | $4,221-2.4% | $3,653+12.8% | $4,762-13.5% |
| Participant deferral / active EE | $14,515 | $4,845+199.6% | $4,236+242.7% | $5,850+148.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |