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 9-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 | $126,119 | $118,680+6.3% | $98,907+27.5% | $158,922-20.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 10.91% | 372.35%-361.4pp | 196.43%-185.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $4,594 | $3,333+37.8% | $2,689+70.9% | $4,761-3.5% |
| Participant deferral / active EE | $18,022 | $5,088+254.2% | $4,244+324.6% | $5,982+201.3% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |