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 | $116,562 | $158,817-26.6% | $121,196-3.8% | $135,375-13.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 3.25% | -0.64%+3.9pp | 16.93%-13.7pp | 519.73%-516.5pp |
| Employer contribution / active EE | $7,772 | $5,665+37.2% | $4,022+93.2% | $4,779+62.6% |
| Participant deferral / active EE | $15,329 | $4,005+282.7% | $3,344+358.3% | $5,609+173.3% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |