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 | $116,449 | $169,032-31.1% | $129,207-9.9% | $145,922-20.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.43% | 14330.11%-14315.7pp | 9417.33%-9402.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $26,538 | $5,537+379.3% | $4,153+539.0% | $4,660+469.5% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,168+175.9% | $6,688+72.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |