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 | $116,130 | $102,966+12.8% | $90,281+28.6% | $152,861-24.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.87% | 95.16%-67.3pp | 78.10%-50.2pp | 345.32%-317.4pp |
| Employer contribution / active EE | $11,267 | $3,139+259.0% | $2,854+294.7% | $4,762+136.6% |
| Participant deferral / active EE | $16,938 | $4,281+295.6% | $3,885+335.9% | $5,850+189.5% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |