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 | $121,874 | $90,600+34.5% | $79,464+53.4% | $135,375-10.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.87% | 977.43%-968.6pp | 718.14%-709.3pp | 519.73%-510.9pp |
| Employer contribution / active EE | $10,057 | $3,068+227.8% | $2,800+259.1% | $4,779+110.5% |
| Participant deferral / active EE | $13,982 | $4,050+245.2% | $3,704+277.5% | $5,609+149.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |