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 | $121,880 | $149,734-18.6% | $118,925+2.5% | $158,922-23.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.10% | 19.95%-6.8pp | 35.88%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $10,730 | $4,115+160.7% | $3,263+228.9% | $4,761+125.4% |
| Participant deferral / active EE | $18,293 | $5,223+250.2% | $4,265+328.9% | $5,982+205.8% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |