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 | $186,335 | $72,177+158.2% | $115,037+62.0% | $59,632+212.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.22% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $6,821 | $2,841+140.1% | $4,608+48.0% | $2,203+209.7% |
| Participant deferral / active EE | $6,824 | $4,783+42.7% | $6,026+13.2% | $3,192+113.8% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |