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 | $125,362 | $112,096+11.8% | $95,952+30.7% | $158,922-21.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.35% | 171.09%-158.7pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,426 | $3,198-24.2% | $2,541-4.5% | $4,761-49.1% |
| Participant deferral / active EE | $6,246 | $4,784+30.6% | $4,167+49.9% | $5,982+4.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |