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 | $164,463 | $227,553-27.7% | $189,557-13.2% | $167,490-1.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.88% | 78.40%-69.5pp | 64.17%-55.3pp | 478.56%-469.7pp |
| Employer contribution / active EE | $15,443 | $5,316+190.5% | $4,412+250.0% | $4,837+219.2% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,341+36.7% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |