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 | $166,365 | $152,460+9.1% | $118,746+40.1% | $147,584+12.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 20.12% | 17.41%+2.7pp | 24.54%-4.4pp | 578.55%-558.4pp |
| Employer contribution / active EE | $11,377 | $5,046+125.5% | $4,193+171.4% | $4,876+133.3% |
| Participant deferral / active EE | $8,850 | $6,212+42.5% | $5,332+66.0% | $5,439+62.7% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |