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 | $135,210 | $165,912-18.5% | $122,332+10.5% | $147,584-8.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.39% | 34.55%-16.2pp | 30.27%-11.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $12,953 | $5,754+125.1% | $4,050+219.8% | $4,876+165.6% |
| Participant deferral / active EE | $4,374 | $4,005+9.2% | $3,287+33.1% | $5,439-19.6% |
| Admin fee / account holder | -$89 | $7,424-101.2% | $5,478-101.6% | $10,885-100.8% |