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 3-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 | $125,475 | $105,126+19.4% | $94,646+32.6% | $139,434-10.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.73% | 38.03%-20.3pp | 156.71%-139.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $10,834 | $4,106+163.9% | $3,672+195.0% | $4,751+128.1% |
| Participant deferral / active EE | $9,000 | $7,599+18.4% | $7,418+21.3% | $6,710+34.1% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |