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 | $162,542 | $115,770+40.4% | $101,248+60.5% | $158,922+2.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.80% | 56.14%-43.3pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $7,538 | $4,175+80.6% | $3,660+106.0% | $4,761+58.3% |
| Participant deferral / active EE | $3,082 | $4,957-37.8% | $4,370-29.5% | $5,982-48.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |