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 9-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 | $78,896 | $112,881-30.1% | $90,951-13.3% | $158,922-50.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.39% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $15,183 | $2,893+424.8% | $2,122+615.5% | $4,761+218.9% |
| Participant deferral / active EE | $10,865 | $4,128+163.2% | $3,373+222.1% | $5,982+81.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |