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 | $73,795 | $105,859-30.3% | $90,160-18.2% | $147,584-50.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.83% | 37.63%-19.8pp | 34.88%-17.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $9,247 | $4,126+124.1% | $3,318+178.7% | $4,876+89.6% |
| Participant deferral / active EE | $5,269 | $5,733-8.1% | $5,288-0.4% | $5,439-3.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |