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 | $151,194 | $165,912-8.9% | $122,332+23.6% | $147,584+2.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 25.01% | 34.55%-9.5pp | 30.27%-5.3pp | 578.55%-553.5pp |
| Employer contribution / active EE | $25,564 | $5,754+344.3% | $4,050+531.1% | $4,876+424.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |