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 | $143,730 | $159,901-10.1% | $146,958-2.2% | $145,922-1.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.10% | 98.13%-74.0pp | 418.34%-394.2pp | 561.29%-537.2pp |
| Employer contribution / active EE | $15,674 | $5,286+196.5% | $4,933+217.7% | $4,660+236.4% |
| Participant deferral / active EE | $19,215 | $8,428+128.0% | $8,070+138.1% | $6,688+187.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |