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 4-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 | $82,609 | $99,918-17.3% | $81,382+1.5% | $145,922-43.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.85% | 34.32%-26.5pp | 24.73%-16.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $11,966 | $2,978+301.9% | $2,463+385.9% | $4,660+156.8% |
| Participant deferral / active EE | $9,416 | $4,605+104.5% | $3,883+142.5% | $6,688+40.8% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |