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 | $128,574 | $157,256-18.2% | $141,162-8.9% | $152,861-15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 53.54% | 64.32%-10.8pp | 71.39%-17.8pp | 345.32%-291.8pp |
| Employer contribution / active EE | $17,544 | $5,261+233.5% | $4,735+270.5% | $4,762+268.4% |
| Participant deferral / active EE | $8,315 | $7,109+17.0% | $6,709+23.9% | $5,850+42.1% |
| Admin fee / account holder | $55 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |