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 | $208,392 | $90,600+130.0% | $79,464+162.2% | $135,375+53.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 12.04% | 977.43%-965.4pp | 718.14%-706.1pp | 519.73%-507.7pp |
| Employer contribution / active EE | $6,871 | $3,068+124.0% | $2,800+145.4% | $4,779+43.8% |
| Participant deferral / active EE | $664 | $4,050-83.6% | $3,704-82.1% | $5,609-88.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |