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 | $156,564 | $159,901-2.1% | $146,958+6.5% | $145,922+7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $38,264 | $5,286+623.9% | $4,933+675.7% | $4,660+721.2% |
| Participant deferral / active EE | $23,500 | $8,428+178.8% | $8,070+191.2% | $6,688+251.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |