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 | $66,558 | $144,119-53.8% | $117,854-43.5% | $147,584-54.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.59% | 531.15%-519.6pp | 335.08%-323.5pp | 578.55%-567.0pp |
| Employer contribution / active EE | $5,174 | $4,896+5.7% | $3,786+36.7% | $4,876+6.1% |
| Participant deferral / active EE | $9,306 | $5,316+75.1% | $4,482+107.6% | $5,439+71.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |