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 | $116,430 | $85,022+36.9% | $70,515+65.1% | $139,434-16.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.72% | 30.38%-7.7pp | 32.77%-10.1pp | 372.94%-350.2pp |
| Employer contribution / active EE | $7,106 | $3,909+81.8% | $2,973+139.0% | $4,751+49.6% |
| Participant deferral / active EE | $11,973 | $5,890+103.3% | $4,567+162.2% | $6,710+78.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |