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 | $130,899 | $98,240+33.2% | $82,313+59.0% | $147,584-11.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.84% | 30.85%-14.0pp | 25.88%-9.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,510 | $3,192-21.4% | $2,428+3.4% | $4,876-48.5% |
| Participant deferral / active EE | $8,640 | $4,383+97.1% | $3,706+133.1% | $5,439+58.9% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |