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 | $148,656 | $149,679-0.7% | $117,039+27.0% | $147,584+0.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.59% | 19.31%-5.7pp | 18.95%-5.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $7,842 | $4,937+58.8% | $3,785+107.2% | $4,876+60.8% |
| Participant deferral / active EE | $13,195 | $4,912+168.6% | $3,929+235.8% | $5,439+142.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |