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 | $73,847 | $110,502-33.2% | $80,716-8.5% | $167,490-55.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 6.45% | 120.54%-114.1pp | 87.28%-80.8pp | 478.56%-472.1pp |
| Employer contribution / active EE | $15,972 | $1,543+935.4% | $1,160+1276.9% | $4,837+230.2% |
| Participant deferral / active EE | $8,681 | $2,871+202.4% | $2,146+304.6% | $6,341+36.9% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |