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 | $162,991 | $98,750+65.1% | $149,696+8.9% | $79,858+104.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.76% | 27.43%-14.7pp | 276.60%-263.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $921 | $3,216-71.4% | $4,644-80.2% | $2,471-62.7% |
| Participant deferral / active EE | $2,860 | $5,680-49.7% | $6,842-58.2% | $3,740-23.5% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |