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 | $103,705 | $102,966+0.7% | $90,281+14.9% | $152,861-32.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.45% | 95.16%-74.7pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,925 | $3,139+25.1% | $2,854+37.5% | $4,762-17.6% |
| Participant deferral / active EE | $5,190 | $4,281+21.2% | $3,885+33.6% | $5,850-11.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |