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 | $72,387 | $198,466-63.5% | $170,442-57.5% | $147,584-51.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 37.97% | 257.29%-219.3pp | 205.93%-168.0pp | 578.55%-540.6pp |
| Employer contribution / active EE | $18,366 | $6,184+197.0% | $5,433+238.1% | $4,876+276.6% |
| Participant deferral / active EE | $7,683 | $5,629+36.5% | $4,939+55.6% | $5,439+41.3% |
| Admin fee / account holder | -$75 | $16,852-100.4% | $13,880-100.5% | $10,885-100.7% |