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 | $101,446 | $226,064-55.1% | $182,532-44.4% | $152,861-33.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.49% | 192.51%-179.0pp | 148.54%-135.1pp | 345.32%-331.8pp |
| Employer contribution / active EE | $6,990 | $4,978+40.4% | $4,076+71.5% | $4,762+46.8% |
| Participant deferral / active EE | $16,667 | $6,368+161.7% | $5,524+201.7% | $5,850+184.9% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |