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 | $110,558 | $96,305+14.8% | $80,569+37.2% | $139,434-20.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.45% | 1350.08%-1335.6pp | 935.43%-921.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $13,914 | $3,262+326.5% | $2,723+410.9% | $4,751+192.9% |
| Participant deferral / active EE | $2,425 | $5,232-53.6% | $4,447-45.5% | $6,710-63.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |