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 | $88,300 | $104,974-15.9% | $95,585-7.6% | $142,382-38.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.06% | 210.33%-198.3pp | 38.56%-26.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $12,079 | $2,779+334.7% | $2,527+378.1% | $4,299+181.0% |
| Participant deferral / active EE | $6,200 | $4,352+42.5% | $4,023+54.1% | $6,507-4.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |