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 | $94,938 | $157,256-39.6% | $141,162-32.7% | $152,861-37.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 44.37% | 64.32%-20.0pp | 71.39%-27.0pp | 345.32%-301.0pp |
| Employer contribution / active EE | $21,554 | $5,261+309.7% | $4,735+355.2% | $4,762+352.6% |
| Participant deferral / active EE | $14,667 | $7,109+106.3% | $6,709+118.6% | $5,850+150.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |