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 | $87,025 | $149,040-41.6% | $120,225-27.6% | $137,256-36.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.96% | 605.68%-589.7pp | 439.23%-423.3pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,839 | $4,350-57.7% | $3,475-47.1% | $4,156-55.7% |
| Participant deferral / active EE | $5,938 | $4,655+27.6% | $3,999+48.5% | $6,407-7.3% |
| Admin fee / account holder | $4 | $6,348-99.9% | $5,696-99.9% | $12,270-100.0% |