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 | $148,333 | $232,540-36.2% | $185,117-19.9% | $147,584+0.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 424.88% | 43.03%+381.8pp | 40.50%+384.4pp | 578.55%-153.7pp |
| Employer contribution / active EE | $20,290 | $5,195+290.5% | $4,182+385.2% | $4,876+316.1% |
| Participant deferral / active EE | $9,409 | $5,834+61.3% | $5,045+86.5% | $5,439+73.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |