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 | $173,920 | $103,031+68.8% | $78,805+120.7% | $357,791-51.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 17.38% | -11.97%+29.3pp | -2.71%+20.1pp | 396.79%-379.4pp |
| Employer contribution / active EE | $9,745 | $6,909+41.1% | $4,059+140.1% | $7,508+29.8% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $3,584-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $5,883-100.0% | $5,677-100.0% | $28,387-100.0% |