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 | $100,794 | $165,335-39.0% | $149,696-32.7% | $158,922-36.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.84% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $11,601 | $5,103+127.3% | $4,644+149.8% | $4,761+143.6% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |