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 | $74,725 | $181,894-58.9% | $156,549-52.3% | $273,961-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 55.58% | 30.74%+24.8pp | 32.23%+23.4pp | 41.45%+14.1pp |
| Employer contribution / active EE | $9,901 | $6,248+58.5% | $5,501+80.0% | $4,869+103.4% |
| Participant deferral / active EE | $5,754 | $5,550+3.7% | $4,871+18.1% | $5,287+8.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |