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 | $163,961 | $97,044+69.0% | $83,333+96.8% | $135,375+21.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.29% | 12.31%-11.0pp | 10.63%-9.3pp | 519.73%-518.4pp |
| Employer contribution / active EE | $18,250 | $4,143+340.5% | $3,379+440.2% | $4,779+281.9% |
| Participant deferral / active EE | $9,250 | $5,964+55.1% | $5,565+66.2% | $5,609+64.9% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |