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 | $136,093 | $95,561+42.4% | $77,163+76.4% | $139,434-2.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.93% | 54.92%-36.0pp | 37.87%-18.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,672 | $3,147-15.1% | $2,535+5.4% | $4,751-43.8% |
| Participant deferral / active EE | $7,450 | $4,624+61.1% | $3,833+94.3% | $6,710+11.0% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |