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 | $77,898 | $124,281-37.3% | $109,143-28.6% | $167,490-53.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.09% | 26.04%-9.9pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $13,155 | $4,207+212.7% | $3,722+253.5% | $4,837+171.9% |
| Participant deferral / active EE | $5,918 | $5,255+12.6% | $4,653+27.2% | $6,341-6.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |