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 | $137,021 | $104,664+30.9% | $85,682+59.9% | $167,490-18.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 30.82% | 21.45%+9.4pp | 21.49%+9.3pp | 478.56%-447.7pp |
| Employer contribution / active EE | $6,369 | $3,337+90.9% | $2,618+143.3% | $4,837+31.7% |
| Participant deferral / active EE | $8,206 | $4,824+70.1% | $3,923+109.2% | $6,341+29.4% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |