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 | $121,657 | $214,378-43.3% | $200,582-39.3% | $142,382-14.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.64% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,707 | $6,841-75.1% | $6,419-73.4% | $4,299-60.3% |
| Participant deferral / active EE | $3,467 | $9,865-64.9% | $9,331-62.8% | $6,507-46.7% |
| Admin fee / account holder | $1 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |