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 | $191,465 | $78,694+143.3% | $67,652+183.0% | $125,391+52.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.64% | 9.46%-8.8pp | 6625.04%-6624.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $10,976 | $3,044+260.6% | $2,266+384.5% | $4,866+125.6% |
| Participant deferral / active EE | $7,613 | $4,292+77.4% | $3,560+113.9% | $5,352+42.3% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |