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 | $60,956 | $144,119-57.7% | $117,854-48.3% | $147,584-58.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 27.50% | 531.15%-503.6pp | 335.08%-307.6pp | 578.55%-551.0pp |
| Employer contribution / active EE | $2,586 | $4,896-47.2% | $3,786-31.7% | $4,876-47.0% |
| Participant deferral / active EE | $16,726 | $5,316+214.6% | $4,482+273.2% | $5,439+207.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |