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 9-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 | $156,738 | $183,519-14.6% | $155,509+0.8% | $145,922+7.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.29% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.0pp |
| Employer contribution / active EE | $14,869 | $5,313+179.9% | $4,672+218.2% | $4,660+219.1% |
| Participant deferral / active EE | $17,650 | $6,462+173.1% | $5,626+213.7% | $6,688+163.9% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |