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 | $124,557 | $115,770+7.6% | $101,248+23.0% | $158,922-21.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.25% | 56.14%-30.9pp | 46.47%-21.2pp | 302.83%-277.6pp |
| Employer contribution / active EE | $3,189 | $4,175-23.6% | $3,660-12.8% | $4,761-33.0% |
| Participant deferral / active EE | $7,707 | $4,957+55.5% | $4,370+76.4% | $5,982+28.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |