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 | $144,515 | $201,272-28.2% | $184,203-21.5% | $145,922-1.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.43% | 29.00%-12.6pp | 28.81%-12.4pp | 561.29%-544.9pp |
| Employer contribution / active EE | $20,242 | $7,022+188.3% | $6,427+214.9% | $4,660+334.4% |
| Participant deferral / active EE | $13,244 | $9,806+35.1% | $9,131+45.0% | $6,688+98.0% |
| Admin fee / account holder | $282 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |