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 | $172,020 | $74,879,922-99.8% | $40,145,923-99.6% | $273,961-37.2% |
| Participation rate | 90.9% | 74.1%+16.8pp | 68.4%+22.5pp | 83.0%+7.9pp |
| Annual return | 7.12% | 2.55%+4.6pp | 5.24%+1.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,650 | $2,350+55.3% | $1,844+98.0% | $4,869-25.0% |
| Participant deferral / active EE | $7,037 | $2,962+137.6% | $2,591+171.6% | $5,287+33.1% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,132-100.0% |