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 3-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 | $126,476 | $129,942-2.7% | $104,294+21.3% | $134,475-5.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 13.17% | 42.03%-28.9pp | 24.61%-11.4pp | 417.96%-404.8pp |
| Employer contribution / active EE | $1,000 | $4,184-76.1% | $3,372-70.3% | $4,740-78.9% |
| Participant deferral / active EE | $17,500 | $5,588+213.2% | $4,625+278.4% | $6,400+173.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |