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 | $226,091 | $76,000+197.5% | $154,107+46.7% | $64,186+252.2% |
| Participation rate | 92.0% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.4pp |
| Annual return | -5.20% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $12,405 | $3,351+270.2% | $5,298+134.2% | $2,381+421.0% |
| Participant deferral / active EE | $2,451 | $3,175-22.8% | $5,081-51.8% | $3,470-29.4% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |