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 | $32,532 | $98,240-66.9% | $82,313-60.5% | $147,584-78.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.60% | 30.85%-11.3pp | 25.88%-6.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $11,534 | $3,192+261.4% | $2,428+375.0% | $4,876+136.5% |
| Participant deferral / active EE | $5,635 | $4,383+28.6% | $3,706+52.1% | $5,439+3.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |