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 | $156,944 | $127,386+23.2% | $115,037+36.4% | $125,391+25.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.58% | 31.28%-29.7pp | 26.14%-24.6pp | 282.22%-280.6pp |
| Employer contribution / active EE | $12,498 | $5,166+141.9% | $4,608+171.2% | $4,866+156.8% |
| Participant deferral / active EE | $9,862 | $6,423+53.5% | $6,026+63.6% | $5,352+84.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |