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 5-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 | $99,228 | $183,519-45.9% | $155,509-36.2% | $145,922-32.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.30% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.0pp |
| Employer contribution / active EE | $20,292 | $5,313+281.9% | $4,672+334.3% | $4,660+335.5% |
| Participant deferral / active EE | $9,372 | $6,462+45.0% | $5,626+66.6% | $6,688+40.1% |
| Admin fee / account holder | $84 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |