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 | $103,959 | $183,963-43.5% | $162,163-35.9% | $152,861-32.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.60% | 150.76%-121.2pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $3,419 | $6,371-46.3% | $5,614-39.1% | $4,762-28.2% |
| Participant deferral / active EE | $13,900 | $8,034+73.0% | $7,298+90.5% | $5,850+137.6% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |