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 5-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 | $147,025 | $111,754+31.6% | $103,333+42.3% | $145,922+0.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.54% | 24.77%+0.8pp | 24.88%+0.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $6,903 | $4,212+63.9% | $3,868+78.5% | $4,660+48.1% |
| Participant deferral / active EE | $12,091 | $5,619+115.2% | $5,057+139.1% | $6,688+80.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |