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 | $89,976 | $96,305-6.6% | $80,569+11.7% | $139,434-35.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.79% | 1350.08%-1339.3pp | 935.43%-924.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $11,267 | $3,262+245.4% | $2,723+313.7% | $4,751+137.2% |
| Participant deferral / active EE | $5,308 | $5,232+1.5% | $4,447+19.4% | $6,710-20.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |