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 4-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 | $92,159 | $156,846-41.2% | $121,098-23.9% | $139,434-33.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.65% | 1474.56%-1464.9pp | 985.75%-976.1pp | 372.94%-363.3pp |
| Employer contribution / active EE | $19,800 | $5,536+257.7% | $4,164+375.5% | $4,751+316.8% |
| Participant deferral / active EE | $26,250 | $4,844+441.9% | $4,080+543.4% | $6,710+291.2% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |