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 | $161,801 | $198,466-18.5% | $170,442-5.1% | $147,584+9.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.96% | 257.29%-239.3pp | 205.93%-188.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $14,006 | $6,184+126.5% | $5,433+157.8% | $4,876+187.2% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |