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 8-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 | $108,363 | $72,071+50.4% | $68,368+58.5% | $137,256-21.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 13.64% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,517 | $2,788-45.6% | $2,649-42.7% | $4,156-63.5% |
| Participant deferral / active EE | $11,118 | $4,410+152.1% | $4,123+169.7% | $6,407+73.5% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |