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 | $124,750 | $104,974+18.8% | $95,585+30.5% | $142,382-12.4% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 19.62% | 210.33%-190.7pp | 38.56%-18.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $9,703 | $2,779+249.2% | $2,527+284.0% | $4,299+125.7% |
| Participant deferral / active EE | $6,490 | $4,352+49.1% | $4,023+61.3% | $6,507-0.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |