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 | $45,866 | $154,117-70.2% | $129,995-64.7% | $139,434-67.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 10.86% | 32.48%-21.6pp | -137.18%+148.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $5,913 | $5,289+11.8% | $4,320+36.9% | $4,751+24.5% |
| Participant deferral / active EE | $8,570 | $6,710+27.7% | $5,820+47.2% | $6,710+27.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |