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 | $157,774 | $83,337+89.3% | $67,834+132.6% | $273,961-42.4% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 5.11% | 259.45%-254.3pp | 138.47%-133.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $18,380 | $3,287+459.1% | $2,403+664.8% | $4,869+277.5% |
| Participant deferral / active EE | $11,088 | $4,088+171.2% | $3,160+250.9% | $5,287+109.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |