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 | $94,302 | $91,037+3.6% | $71,671+31.6% | $147,584-36.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.04% | 20.48%-9.4pp | 20.65%-9.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $11,157 | $3,327+235.3% | $2,460+353.6% | $4,876+128.8% |
| Participant deferral / active EE | $12,000 | $4,498+166.8% | $3,438+249.0% | $5,439+120.6% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |