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 | $37,357 | $157,256-76.2% | $141,162-73.5% | $152,861-75.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.00% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $14,755 | $5,261+180.5% | $4,735+211.6% | $4,762+209.8% |
| Participant deferral / active EE | $5,704 | $7,109-19.8% | $6,709-15.0% | $5,850-2.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |