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 | $165,491 | $106,515+55.4% | $96,683+71.2% | $139,434+18.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.57% | 38.43%-19.9pp | 35.69%-17.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $10,241 | $4,103+149.6% | $3,737+174.0% | $4,751+115.6% |
| Participant deferral / active EE | $9,153 | $5,454+67.8% | $4,878+87.6% | $6,710+36.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |