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 3-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 | $148,761 | $127,386+16.8% | $115,037+29.3% | $125,391+18.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.22% | 31.28%-34.5pp | 26.14%-29.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $25,000 | $5,166+383.9% | $4,608+442.6% | $4,866+413.8% |
| Participant deferral / active EE | $17,750 | $6,423+176.3% | $6,026+194.5% | $5,352+231.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |