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 | $236,064 | $92,222+156.0% | $76,768+207.5% | $135,375+74.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.71% | 5.46%-11.2pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,536 | $3,216+103.2% | $2,485+163.0% | $4,779+36.8% |
| Participant deferral / active EE | $10,673 | $4,509+136.7% | $3,852+177.1% | $5,609+90.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |