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 4-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 | $99,950 | $167,484-40.3% | $151,611-34.1% | $134,475-25.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.94% | 7.80%-13.7pp | 3.33%-9.3pp | 417.96%-423.9pp |
| Employer contribution / active EE | $25,000 | $6,829+266.1% | $6,166+305.5% | $4,740+427.5% |
| Participant deferral / active EE | $22,667 | $8,986+152.3% | $8,363+171.0% | $6,400+254.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |