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 | $151,759 | $159,901-5.1% | $146,958+3.3% | $145,922+4.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 98.13%-81.8pp | 418.34%-402.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,354 | $5,286+1.3% | $4,933+8.5% | $4,660+14.9% |
| Participant deferral / active EE | $11,360 | $8,428+34.8% | $8,070+40.8% | $6,688+69.9% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |