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 | $114,057 | $157,256-27.5% | $141,162-19.2% | $152,861-25.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.39% | 64.32%-30.9pp | 71.39%-38.0pp | 345.32%-311.9pp |
| Employer contribution / active EE | $14,051 | $5,261+167.1% | $4,735+196.7% | $4,762+195.0% |
| Participant deferral / active EE | $14,805 | $7,109+108.2% | $6,709+120.7% | $5,850+153.1% |
| Admin fee / account holder | $27 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |