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 | $167,181 | $99,032+68.8% | $80,019+108.9% | $135,375+23.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.10% | 15.39%-23.5pp | 11.22%-19.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $11,543 | $3,043+279.3% | $2,468+367.7% | $4,779+141.5% |
| Participant deferral / active EE | $7,326 | $4,282+71.1% | $3,686+98.8% | $5,609+30.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |