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 | $99,578 | $118,680-16.1% | $98,907+0.7% | $158,922-37.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.84% | 372.35%-355.5pp | 196.43%-179.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $5,942 | $3,333+78.3% | $2,689+121.0% | $4,761+24.8% |
| Participant deferral / active EE | $10,648 | $5,088+109.3% | $4,244+150.9% | $5,982+78.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |