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 | $76,993 | $273,961-71.9% | $73,392+4.9% | $273,961-71.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 59.9%+40.1pp | 83.0%+17.0pp |
| Annual return | 8.66% | 41.45%-32.8pp | 19.19%-10.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $24,551 | $4,869+404.3% | $4,789+412.7% | $4,869+404.3% |
| Participant deferral / active EE | $12,751 | $5,287+141.2% | $5,472+133.0% | $5,287+141.2% |
| Admin fee / account holder | $0 | $10,132-100.0% | $512-100.0% | $10,132-100.0% |