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 | $145,635 | $99,079+47.0% | $77,999+86.7% | $273,961-46.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.92% | 217.93%-204.0pp | 425.96%-412.0pp | 41.45%-27.5pp |
| Employer contribution / active EE | $12,509 | $3,308+278.2% | $2,470+406.4% | $4,869+156.9% |
| Participant deferral / active EE | $8,246 | $4,306+91.5% | $3,497+135.8% | $5,287+56.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |