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 | $160,261 | $232,540-31.1% | $185,117-13.4% | $147,584+8.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.20% | 43.03%-31.8pp | 40.50%-29.3pp | 578.55%-567.4pp |
| Employer contribution / active EE | $39,616 | $5,195+662.5% | $4,182+847.4% | $4,876+712.4% |
| Participant deferral / active EE | $14,103 | $5,834+141.7% | $5,045+179.5% | $5,439+159.3% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |