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 | $98,571 | $91,037+8.3% | $71,671+37.5% | $147,584-33.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.45% | 20.48%-4.0pp | 20.65%-4.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,812 | $3,327-15.5% | $2,460+14.3% | $4,876-42.3% |
| Participant deferral / active EE | $3,272 | $4,498-27.3% | $3,438-4.8% | $5,439-39.8% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |