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 | $246,033 | $113,935+115.9% | $94,224+161.1% | $125,391+96.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.67% | 5.29%-3.6pp | 10.68%-9.0pp | 282.22%-280.6pp |
| Employer contribution / active EE | $7,608 | $4,727+61.0% | $3,587+112.1% | $4,866+56.4% |
| Participant deferral / active EE | $9,964 | $5,179+92.4% | $4,320+130.6% | $5,352+86.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |