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 | $110,132 | $102,966+7.0% | $90,281+22.0% | $152,861-28.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.97% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,547 | $3,139-50.7% | $2,854-45.8% | $4,762-67.5% |
| Participant deferral / active EE | $1,547 | $4,281-63.9% | $3,885-60.2% | $5,850-73.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |