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 | $189,794 | $157,256+20.7% | $141,162+34.5% | $152,861+24.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.64% | 64.32%-45.7pp | 71.39%-52.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $4,823 | $5,261-8.3% | $4,735+1.9% | $4,762+1.3% |
| Participant deferral / active EE | $17,064 | $7,109+140.0% | $6,709+154.3% | $5,850+191.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |