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 | $102,942 | $99,985+3.0% | $146,665-29.8% | $85,850+19.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 139.76% | 18.93%+120.8pp | 22.74%+117.0pp | 318.53%-178.8pp |
| Employer contribution / active EE | $7,279 | $2,559+184.5% | $4,136+76.0% | $2,565+183.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $283 | $7,702-96.3% | $10,280-97.2% | $6,260-95.5% |