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 | $100,786 | $85,766+17.5% | $136,294-26.1% | $70,131+43.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.12% | 31.45%-7.3pp | 5155.94%-5131.8pp | 73.14%-49.0pp |
| Employer contribution / active EE | $37,077 | $2,966+1150.0% | $4,695+689.6% | $2,342+1482.8% |
| Participant deferral / active EE | $4,040 | $5,051-20.0% | $6,247-35.3% | $3,332+21.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |