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 | $147,236 | $81,632+80.4% | $70,449+109.0% | $158,922-7.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.49% | 208.40%-187.9pp | 109.03%-88.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,738 | $3,217+16.2% | $2,737+36.6% | $4,761-21.5% |
| Participant deferral / active EE | $19,500 | $4,554+328.2% | $3,709+425.8% | $5,982+226.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |