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 | $128,597 | $96,305+33.5% | $80,569+59.6% | $139,434-7.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 1350.08%-1335.8pp | 935.43%-921.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $24,471 | $3,262+650.2% | $2,723+798.5% | $4,751+415.1% |
| Participant deferral / active EE | $15,232 | $5,232+191.1% | $4,447+242.5% | $6,710+127.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |