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 | $88,371 | $101,069-12.6% | $81,478+8.5% | $147,584-40.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 126.11% | 32.40%+93.7pp | 38.78%+87.3pp | 578.55%-452.4pp |
| Employer contribution / active EE | $6,489 | $3,205+102.5% | $2,568+152.7% | $4,876+33.1% |
| Participant deferral / active EE | $23,990 | $4,242+465.6% | $3,537+578.3% | $5,439+341.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |