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 | $94,306 | $183,592-48.6% | $155,567-39.4% | $145,959-35.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $11,166 | $5,315+110.1% | $4,674+138.9% | $4,661+139.6% |
| Participant deferral / active EE | $23,000 | $6,464+255.8% | $5,628+308.7% | $6,689+243.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |