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 | $201,794 | $166,020+21.5% | $164,866+22.4% | $145,959+38.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.47% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,538 | $5,275-51.9% | $4,343-41.6% | $4,661-45.5% |
| Participant deferral / active EE | $8,500 | $6,961+22.1% | $6,033+40.9% | $6,689+27.1% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |