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 | $77,363 | $152,587-49.3% | $125,175-38.2% | $152,861-49.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.21% | 54.84%-31.6pp | 43.79%-20.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $5,148 | $4,946+4.1% | $3,865+33.2% | $4,762+8.1% |
| Participant deferral / active EE | $10,705 | $5,868+82.4% | $4,937+116.8% | $5,850+83.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |