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 | $126,704 | $95,971+32.0% | $74,550+70.0% | $135,375-6.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 24.27% | 56.96%-32.7pp | 32.53%-8.3pp | 519.73%-495.5pp |
| Employer contribution / active EE | $8,395 | $2,716+209.1% | $1,961+328.1% | $4,779+75.7% |
| Participant deferral / active EE | $13,034 | $3,843+239.1% | $3,108+319.4% | $5,609+132.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |