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 | $161,164 | $183,963-12.4% | $162,163-0.6% | $152,861+5.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.61% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.7pp |
| Employer contribution / active EE | $14,958 | $6,371+134.8% | $5,614+166.5% | $4,762+214.1% |
| Participant deferral / active EE | $8,692 | $8,034+8.2% | $7,298+19.1% | $5,850+48.6% |
| Admin fee / account holder | $3 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |