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 | $225,102 | $97,044+132.0% | $83,333+170.1% | $135,375+66.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.06% | 12.31%-16.4pp | 10.63%-14.7pp | 519.73%-523.8pp |
| Employer contribution / active EE | $29,394 | $4,143+609.5% | $3,379+770.0% | $4,779+515.1% |
| Participant deferral / active EE | $8,203 | $5,964+37.5% | $5,565+47.4% | $5,609+46.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |