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 | $112,316 | $162,781-31.0% | $133,956-16.2% | $158,922-29.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.87% | 41.94%-31.1pp | 45.09%-34.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,282 | $4,975-34.0% | $3,919-16.2% | $4,761-31.1% |
| Participant deferral / active EE | $13,680 | $5,911+131.4% | $5,048+171.0% | $5,982+128.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |