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 | $79,051 | $77,813+1.6% | $123,544-36.0% | $64,186+23.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 29.44% | 12.48%+17.0pp | 119.20%-89.8pp | 7.63%+21.8pp |
| Employer contribution / active EE | $11,028 | $3,014+265.9% | $4,628+138.3% | $2,381+363.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $239 | $5,519-95.7% | $9,284-97.4% | $4,888-95.1% |