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 4-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 | $106,953 | $111,754-4.3% | $103,333+3.5% | $145,922-26.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.07% | 24.77%+5.3pp | 24.88%+5.2pp | 561.29%-531.2pp |
| Employer contribution / active EE | $5,459 | $4,212+29.6% | $3,868+41.1% | $4,660+17.1% |
| Participant deferral / active EE | $22,500 | $5,619+300.5% | $5,057+344.9% | $6,688+236.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |