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 | $138,358 | $127,100+8.9% | $105,738+30.8% | $135,375+2.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 5.16% | 4.49%+0.7pp | 6.27%-1.1pp | 519.73%-514.6pp |
| Employer contribution / active EE | $11,060 | $4,107+169.3% | $3,268+238.4% | $4,779+131.4% |
| Participant deferral / active EE | $10,235 | $5,064+102.1% | $4,080+150.9% | $5,609+82.5% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |