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 | $107,074 | $217,402-50.7% | $185,823-42.4% | $167,490-36.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.40% | 148.36%-133.0pp | 122.05%-106.7pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,642 | $5,873-3.9% | $5,167+9.2% | $4,837+16.6% |
| Participant deferral / active EE | $8,633 | $6,356+35.8% | $5,568+55.1% | $6,341+36.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |