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 | $113,833 | $103,949+9.5% | $69,182+64.5% | $273,961-58.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 2.11% | 35.28%-33.2pp | -21.93%+24.0pp | 41.45%-39.3pp |
| Employer contribution / active EE | $9,759 | $1,783+447.3% | $1,206+709.0% | $4,869+100.4% |
| Participant deferral / active EE | $4,901 | $2,716+80.4% | $1,897+158.4% | $5,287-7.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |