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 | $83,017 | $142,405-41.7% | $115,157-27.9% | $152,861-45.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 17.31% | 41.48%-24.2pp | 35.60%-18.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $12,745 | $4,010+217.8% | $3,179+300.9% | $4,762+167.6% |
| Participant deferral / active EE | $7,250 | $5,164+40.4% | $4,168+73.9% | $5,850+23.9% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |