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 | $62,366 | $157,256-60.3% | $141,162-55.8% | $152,861-59.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.94% | 64.32%-31.4pp | 71.39%-38.5pp | 345.32%-312.4pp |
| Employer contribution / active EE | $8,380 | $5,261+59.3% | $4,735+77.0% | $4,762+76.0% |
| Participant deferral / active EE | $12,355 | $7,109+73.8% | $6,709+84.2% | $5,850+111.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |