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 | $80,900 | $197,591-59.1% | $177,821-54.5% | $158,922-49.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.20% | 58.76%-39.6pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $18,266 | $6,697+172.7% | $5,918+208.6% | $4,761+283.6% |
| Participant deferral / active EE | $19,500 | $8,405+132.0% | $7,714+152.8% | $5,982+226.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |