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 | $76,158 | $232,540-67.2% | $185,117-58.9% | $147,584-48.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.56% | 43.03%-29.5pp | 40.50%-26.9pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,373 | $5,195+3.4% | $4,182+28.5% | $4,876+10.2% |
| Participant deferral / active EE | $19,960 | $5,834+242.2% | $5,045+295.6% | $5,439+267.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |