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 | $93,683 | $107,334-12.7% | $92,893+0.9% | $152,861-38.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.78% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,969 | $4,221-53.3% | $3,653-46.1% | $4,762-58.7% |
| Participant deferral / active EE | $3,832 | $4,845-20.9% | $4,236-9.5% | $5,850-34.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |