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 | $193,183 | $108,912+77.4% | $100,383+92.4% | $145,959+32.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.19% | 57.96%-37.8pp | 49.26%-29.1pp | 561.95%-541.8pp |
| Employer contribution / active EE | $1,938 | $4,423-56.2% | $3,944-50.9% | $4,661-58.4% |
| Participant deferral / active EE | $2,460 | $8,451-70.9% | $8,086-69.6% | $6,689-63.2% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |