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 | $135,523 | $105,859+28.0% | $90,160+50.3% | $147,584-8.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.58% | 37.63%-26.0pp | 34.88%-23.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $27,333 | $4,126+562.5% | $3,318+723.8% | $4,876+460.5% |
| Participant deferral / active EE | $16,000 | $5,733+179.1% | $5,288+202.6% | $5,439+194.2% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |