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 | $158,465 | $83,908+88.9% | $68,509+131.3% | $125,391+26.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 10.10% | 14.48%-4.4pp | 8.27%+1.8pp | 282.22%-272.1pp |
| Employer contribution / active EE | $2,695 | $3,031-11.1% | $2,278+18.3% | $4,866-44.6% |
| Participant deferral / active EE | $10,356 | $4,125+151.1% | $3,382+206.2% | $5,352+93.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |