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 | $92,114 | $81,208+13.4% | $98,907-6.9% | $79,858+15.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.54% | 60.99%-49.5pp | 196.43%-184.9pp | 31.71%-20.2pp |
| Employer contribution / active EE | $6,459 | $1,960+229.6% | $2,689+140.2% | $2,471+161.4% |
| Participant deferral / active EE | $3,344 | $3,265+2.4% | $4,244-21.2% | $3,740-10.6% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |