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 | $156,791 | $90,600+73.1% | $79,464+97.3% | $135,375+15.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.15% | 977.43%-975.3pp | 718.14%-716.0pp | 519.73%-517.6pp |
| Employer contribution / active EE | $3,827 | $3,068+24.7% | $2,800+36.7% | $4,779-19.9% |
| Participant deferral / active EE | $8,736 | $4,050+115.7% | $3,704+135.9% | $5,609+55.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |