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 | $34,070 | $198,466-82.8% | $170,442-80.0% | $147,584-76.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.94% | 257.29%-247.4pp | 205.93%-196.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $12,613 | $6,184+104.0% | $5,433+132.2% | $4,876+158.7% |
| Participant deferral / active EE | $8,067 | $5,629+43.3% | $4,939+63.3% | $5,439+48.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |