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 | $108,650 | $99,652+9.0% | $78,778+37.9% | $147,584-26.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.13% | 47.28%-28.1pp | 35.62%-16.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $15,947 | $2,796+470.4% | $1,986+703.1% | $4,876+227.0% |
| Participant deferral / active EE | $6,955 | $3,664+89.8% | $2,958+135.1% | $5,439+27.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |