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 | $189,380 | $157,256+20.4% | $141,162+34.2% | $152,861+23.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.57% | 64.32%-44.8pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $4,702 | $5,261-10.6% | $4,735-0.7% | $4,762-1.3% |
| Participant deferral / active EE | $9,702 | $7,109+36.5% | $6,709+44.6% | $5,850+65.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |