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 | $174,897 | $166,020+5.3% | $164,866+6.1% | $145,959+19.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.68% | 100.08%-81.4pp | 69.97%-51.3pp | 561.95%-543.3pp |
| Employer contribution / active EE | $9,122 | $5,275+72.9% | $4,343+110.0% | $4,661+95.7% |
| Participant deferral / active EE | $28,090 | $6,961+303.5% | $6,033+365.6% | $6,689+320.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |