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 | $173,639 | $198,466-12.5% | $170,442+1.9% | $147,584+17.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.51% | 257.29%-242.8pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $17,066 | $6,184+176.0% | $5,433+214.1% | $4,876+250.0% |
| Participant deferral / active EE | $12,832 | $5,629+127.9% | $4,939+159.8% | $5,439+135.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |