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 | $140,476 | $217,402-35.4% | $185,823-24.4% | $167,490-16.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.27% | 148.36%-138.1pp | 122.05%-111.8pp | 478.56%-468.3pp |
| Employer contribution / active EE | $4,571 | $5,873-22.2% | $5,167-11.5% | $4,837-5.5% |
| Participant deferral / active EE | $7,153 | $6,356+12.5% | $5,568+28.5% | $6,341+12.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |