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 9-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 | $106,102 | $176,377-39.8% | $134,143-20.9% | $158,922-33.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.84% | 63.63%-47.8pp | 36.33%-20.5pp | 302.83%-287.0pp |
| Employer contribution / active EE | $12,181 | $5,040+141.7% | $3,704+228.9% | $4,761+155.8% |
| Participant deferral / active EE | $8,157 | $4,091+99.4% | $3,499+133.1% | $5,982+36.4% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |