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 | $151,320 | $217,402-30.4% | $185,823-18.6% | $167,490-9.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.02% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $11,098 | $5,873+89.0% | $5,167+114.8% | $4,837+129.4% |
| Participant deferral / active EE | $7,622 | $6,356+19.9% | $5,568+36.9% | $6,341+20.2% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |