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 | $118,342 | $77,419+52.9% | $69,455+70.4% | $152,861-22.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.54% | 39.06%-15.5pp | 28.97%-5.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,462 | $3,315+4.4% | $2,779+24.6% | $4,762-27.3% |
| Participant deferral / active EE | $19,000 | $4,414+330.5% | $3,535+437.4% | $5,850+224.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |