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 | $115,043 | $158,398-27.4% | $126,539-9.1% | $142,382-19.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.01% | 593.76%-575.8pp | 425.95%-407.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $19,833 | $4,650+326.5% | $3,674+439.8% | $4,299+361.3% |
| Participant deferral / active EE | $10,333 | $4,767+116.8% | $4,083+153.1% | $6,507+58.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |