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 | $127,798 | $72,400+76.5% | $67,502+89.3% | $145,922-12.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.54% | 7182.46%-7172.9pp | 3512.12%-3502.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $15,772 | $3,069+413.9% | $2,731+477.5% | $4,660+238.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $4,000-100.0% | $6,688-100.0% |
| Admin fee / account holder | $17 | $5,539-99.7% | $3,998-99.6% | $13,397-99.9% |