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 | $92,049 | $156,846-41.3% | $121,098-24.0% | $139,434-34.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 28.01% | 1474.56%-1446.5pp | 985.75%-957.7pp | 372.94%-344.9pp |
| Employer contribution / active EE | $19,342 | $5,536+249.4% | $4,164+364.5% | $4,751+307.1% |
| Participant deferral / active EE | $9,962 | $4,844+105.6% | $4,080+144.2% | $6,710+48.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |