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 | $91,049 | $64,307+41.6% | $57,343+58.8% | $125,391-27.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 65.11% | 25.12%+40.0pp | 24.39%+40.7pp | 282.22%-217.1pp |
| Employer contribution / active EE | $14,707 | $3,193+360.6% | $2,689+447.0% | $4,866+202.2% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $282 | $5,242-94.6% | $3,356-91.6% | $9,540-97.0% |