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 | $82,103 | $142,405-42.3% | $115,157-28.7% | $152,861-46.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 10.83% | 41.48%-30.6pp | 35.60%-24.8pp | 345.32%-334.5pp |
| Employer contribution / active EE | $12,321 | $4,010+207.3% | $3,179+287.6% | $4,762+158.7% |
| Participant deferral / active EE | $17,627 | $5,164+241.3% | $4,168+322.9% | $5,850+201.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |