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 | $108,504 | $144,119-24.7% | $117,854-7.9% | $147,584-26.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.93% | 531.15%-518.2pp | 335.08%-322.1pp | 578.55%-565.6pp |
| Employer contribution / active EE | $13,285 | $4,896+171.3% | $3,786+250.9% | $4,876+172.4% |
| Participant deferral / active EE | $8,749 | $5,316+64.6% | $4,482+95.2% | $5,439+60.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |