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 | $109,767 | $232,540-52.8% | $185,117-40.7% | $147,584-25.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.28% | 43.03%-20.7pp | 40.50%-18.2pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,305 | $5,195-36.4% | $4,182-21.0% | $4,876-32.2% |
| Participant deferral / active EE | $12,877 | $5,834+120.7% | $5,045+155.2% | $5,439+136.8% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |