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 | $157,245 | $133,958+17.4% | $112,228+40.1% | $134,475+16.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.98% | 47.11%-50.1pp | 27.45%-30.4pp | 417.96%-420.9pp |
| Employer contribution / active EE | $27,348 | $4,038+577.3% | $3,635+652.4% | $4,740+477.0% |
| Participant deferral / active EE | $11,067 | $5,291+109.2% | $4,728+134.1% | $6,400+72.9% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |