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 | $161,865 | $165,335-2.1% | $149,696+8.1% | $158,922+1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.56% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $9,500 | $5,103+86.2% | $4,644+104.5% | $4,761+99.5% |
| Participant deferral / active EE | $11,349 | $7,181+58.0% | $6,842+65.9% | $5,982+89.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |