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 | $91,190 | $144,119-36.7% | $117,854-22.6% | $147,584-38.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 19.34% | 531.15%-511.8pp | 335.08%-315.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $17,500 | $4,896+257.4% | $3,786+362.2% | $4,876+258.9% |
| Participant deferral / active EE | $17,250 | $5,316+224.5% | $4,482+284.9% | $5,439+217.2% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |