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 | $155,624 | $162,781-4.4% | $133,956+16.2% | $158,922-2.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.15% | 41.94%-17.8pp | 45.09%-20.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $25,061 | $4,975+403.7% | $3,919+539.5% | $4,761+426.4% |
| Participant deferral / active EE | $7,893 | $5,911+33.5% | $5,048+56.4% | $5,982+31.9% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |