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 | $84,828 | $197,591-57.1% | $177,821-52.3% | $158,922-46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.93% | 58.76%-50.8pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $13,139 | $6,697+96.2% | $5,918+122.0% | $4,761+176.0% |
| Participant deferral / active EE | $13,060 | $8,405+55.4% | $7,714+69.3% | $5,982+118.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |