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 | $169,072 | $217,402-22.2% | $185,823-9.0% | $167,490+0.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.06% | 148.36%-121.3pp | 122.05%-95.0pp | 478.56%-451.5pp |
| Employer contribution / active EE | $14,206 | $5,873+141.9% | $5,167+174.9% | $4,837+193.7% |
| Participant deferral / active EE | $5,889 | $6,356-7.3% | $5,568+5.8% | $6,341-7.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |