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 | $113,207 | $109,327+3.5% | $89,391+26.6% | $158,922-28.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.78% | 345.68%-327.9pp | 245.62%-227.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $4,687 | $3,170+47.9% | $2,586+81.3% | $4,761-1.6% |
| Participant deferral / active EE | $6,728 | $4,598+46.3% | $3,890+73.0% | $5,982+12.5% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |