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 | $137,866 | $110,257+25.0% | $96,544+42.8% | $139,434-1.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.30% | 26.32%-8.0pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $12,706 | $3,620+251.0% | $2,965+328.5% | $4,751+167.4% |
| Participant deferral / active EE | $8,315 | $5,548+49.9% | $4,851+71.4% | $6,710+23.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |