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 | $135,746 | $117,381+15.6% | $99,443+36.5% | $152,861-11.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 27.19% | 31.87%-4.7pp | 30.72%-3.5pp | 345.32%-318.1pp |
| Employer contribution / active EE | $14,422 | $3,013+378.7% | $2,540+467.9% | $4,762+202.8% |
| Participant deferral / active EE | $13,587 | $4,086+232.5% | $3,619+275.4% | $5,850+132.2% |
| Admin fee / account holder | $2 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |