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 | $106,359 | $118,450-10.2% | $98,439+8.0% | $139,434-23.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.24% | 18.94%+3.3pp | 21.16%+1.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $9,236 | $3,609+155.9% | $3,048+203.0% | $4,751+94.4% |
| Participant deferral / active EE | $10,947 | $5,392+103.0% | $4,738+131.1% | $6,710+63.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |