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 | $111,506 | $140,940-20.9% | $112,229-0.6% | $139,434-20.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.93% | 32.71%-14.8pp | 30.20%-12.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,105 | $4,283-74.2% | $3,430-67.8% | $4,751-76.7% |
| Participant deferral / active EE | $13,985 | $5,874+138.1% | $4,798+191.5% | $6,710+108.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |