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 | $105,792 | $183,963-42.5% | $162,163-34.8% | $152,861-30.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.80% | 150.76%-125.0pp | 115.59%-89.8pp | 345.32%-319.5pp |
| Employer contribution / active EE | $13,766 | $6,371+116.1% | $5,614+145.2% | $4,762+189.1% |
| Participant deferral / active EE | $10,456 | $8,034+30.2% | $7,298+43.3% | $5,850+78.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |