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 | $119,997 | $94,752+26.6% | $112,887+6.3% | $139,434-13.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.41% | 40.88%-22.5pp | 34.10%-15.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,225 | $4,625-51.9% | $4,563-51.2% | $4,751-53.2% |
| Participant deferral / active EE | $2,225 | $6,512-65.8% | $6,513-65.8% | $6,710-66.8% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |