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 | $105,679 | $99,918+5.8% | $81,382+29.9% | $145,922-27.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 34.32%-24.3pp | 24.73%-14.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,841 | $2,978+96.2% | $2,463+137.2% | $4,660+25.4% |
| Participant deferral / active EE | $8,059 | $4,605+75.0% | $3,883+107.5% | $6,688+20.5% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |