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 | $100,777 | $70,756+42.4% | $65,493+53.9% | $142,382-29.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.98% | 1754.89%-1734.9pp | 982.45%-962.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,258 | $2,881+47.8% | $2,574+65.4% | $4,299-1.0% |
| Participant deferral / active EE | $8,927 | $4,637+92.5% | $3,961+125.4% | $6,507+37.2% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |