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 | $133,223 | $226,064-41.1% | $182,532-27.0% | $152,861-12.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.82% | 192.51%-166.7pp | 148.54%-122.7pp | 345.32%-319.5pp |
| Employer contribution / active EE | $12,624 | $4,978+153.6% | $4,076+209.7% | $4,762+165.1% |
| Participant deferral / active EE | $6,250 | $6,368-1.8% | $5,524+13.1% | $5,850+6.8% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |