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 | $86,147 | $103,949-17.1% | $69,182+24.5% | $273,961-68.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.42% | 35.28%-27.9pp | -21.93%+29.4pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,351 | $1,783+88.0% | $1,206+177.8% | $4,869-31.2% |
| Participant deferral / active EE | $6,703 | $2,716+146.7% | $1,897+253.3% | $5,287+26.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |