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 | $155,081 | $210,408-26.3% | $153,485+1.0% | $145,922+6.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.47% | 13.37%+10.1pp | 15.65%+7.8pp | 561.29%-537.8pp |
| Employer contribution / active EE | $3,323 | $6,048-45.1% | $5,039-34.0% | $4,660-28.7% |
| Participant deferral / active EE | $13,838 | $7,975+73.5% | $6,757+104.8% | $6,688+106.9% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |