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 | $131,547 | $92,222+42.6% | $76,768+71.4% | $135,375-2.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 5.76% | 5.46%+0.3pp | 2.43%+3.3pp | 519.73%-514.0pp |
| Employer contribution / active EE | $9,756 | $3,216+203.4% | $2,485+292.5% | $4,779+104.1% |
| Participant deferral / active EE | $21,500 | $4,509+376.9% | $3,852+458.2% | $5,609+283.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |