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 | $118,999 | $180,449-34.1% | $154,107-22.8% | $135,375-12.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.28% | 888.09%-887.8pp | 735.12%-734.8pp | 519.73%-519.5pp |
| Employer contribution / active EE | $4,151 | $6,035-31.2% | $5,298-21.6% | $4,779-13.1% |
| Participant deferral / active EE | $18,570 | $5,806+219.8% | $5,081+265.5% | $5,609+231.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |