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 | $51,630 | $198,466-74.0% | $170,442-69.7% | $147,584-65.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.25% | 257.29%-240.0pp | 205.93%-188.7pp | 578.55%-561.3pp |
| Employer contribution / active EE | $13,302 | $6,184+115.1% | $5,433+144.8% | $4,876+172.8% |
| Participant deferral / active EE | $8,433 | $5,629+49.8% | $4,939+70.7% | $5,439+55.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |