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 | $145,877 | $198,466-26.5% | $170,442-14.4% | $147,584-1.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.04% | 257.29%-242.3pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $13,258 | $6,184+114.4% | $5,433+144.0% | $4,876+171.9% |
| Participant deferral / active EE | $6,173 | $5,629+9.7% | $4,939+25.0% | $5,439+13.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |