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 | $65,929 | $232,540-71.6% | $185,117-64.4% | $147,584-55.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.66% | 43.03%-24.4pp | 40.50%-21.8pp | 578.55%-559.9pp |
| Employer contribution / active EE | $6,794 | $5,195+30.8% | $4,182+62.5% | $4,876+39.3% |
| Participant deferral / active EE | $924 | $5,834-84.2% | $5,045-81.7% | $5,439-83.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |