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 | $111,593 | $104,907+6.4% | $84,611+31.9% | $152,861-27.0% |
| Participation rate | 81.8% | 74.8%+7.0pp | 68.2%+13.6pp | 82.4%-0.6pp |
| Annual return | 28.75% | 373.79%-345.0pp | 258.74%-230.0pp | 345.32%-316.6pp |
| Employer contribution / active EE | $4,226 | $3,302+28.0% | $2,652+59.3% | $4,762-11.3% |
| Participant deferral / active EE | $11,668 | $4,688+148.9% | $3,899+199.3% | $5,850+99.5% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |