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 | $108,688 | $109,817-1.0% | $98,442+10.4% | $167,490-35.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.98% | 1956.69%-1937.7pp | 1492.73%-1473.7pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,050 | $3,224-36.4% | $2,960-30.7% | $4,837-57.6% |
| Participant deferral / active EE | $2,050 | $4,673-56.1% | $4,276-52.1% | $6,341-67.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |