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 | $97,046 | $138,065-29.7% | $123,544-21.4% | $135,375-28.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.52% | 153.68%-152.2pp | 119.20%-117.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $4,327 | $5,151-16.0% | $4,628-6.5% | $4,779-9.5% |
| Participant deferral / active EE | $9,428 | $6,799+38.7% | $6,426+46.7% | $5,609+68.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |