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 | $104,551 | $123,793-15.5% | $177,821-41.2% | $79,858+30.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 54.01% | 22.82%+31.2pp | 48.32%+5.7pp | 31.71%+22.3pp |
| Employer contribution / active EE | $17,123 | $4,095+318.1% | $5,918+189.3% | $2,471+593.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $82 | $7,243-98.9% | $12,427-99.3% | $5,306-98.5% |