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 | $161,287 | $157,256+2.6% | $141,162+14.3% | $152,861+5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.94% | 64.32%-31.4pp | 71.39%-38.4pp | 345.32%-312.4pp |
| Employer contribution / active EE | $14,648 | $5,261+178.4% | $4,735+209.3% | $4,762+207.6% |
| Participant deferral / active EE | $10,614 | $7,109+49.3% | $6,709+58.2% | $5,850+81.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |