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 | $100,064 | $101,069-1.0% | $81,478+22.8% | $147,584-32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.71% | 32.40%-4.7pp | 38.78%-11.1pp | 578.55%-550.8pp |
| Employer contribution / active EE | $16,111 | $3,205+402.7% | $2,568+527.4% | $4,876+230.4% |
| Participant deferral / active EE | $14,588 | $4,242+243.9% | $3,537+312.5% | $5,439+168.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |