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 6-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 | $25,262 | $91,190-72.3% | $178,490-85.8% | $79,858-68.4% |
| Participation rate | 96.7% | 69.2%+27.5pp | 81.9%+14.7pp | 69.6%+27.0pp |
| Annual return | 10.92% | 24.19%-13.3pp | 151.07%-140.1pp | 31.71%-20.8pp |
| Employer contribution / active EE | $16,065 | $3,256+393.4% | $5,011+220.6% | $2,471+550.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |