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 | $158,173 | $124,281+27.3% | $109,143+44.9% | $167,490-5.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.61% | 26.04%-12.4pp | 25.75%-12.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $45,700 | $4,207+986.2% | $3,722+1127.9% | $4,837+844.7% |
| Participant deferral / active EE | $36,450 | $5,255+593.6% | $4,653+683.3% | $6,341+474.8% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |