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 | $181,337 | $142,405+27.3% | $115,157+57.5% | $152,861+18.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.39% | 41.48%-24.1pp | 35.60%-18.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $5,071 | $4,010+26.5% | $3,179+59.5% | $4,762+6.5% |
| Participant deferral / active EE | $3,459 | $5,164-33.0% | $4,168-17.0% | $5,850-40.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |