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 | $48,058 | $183,963-73.9% | $162,163-70.4% | $152,861-68.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.86% | 150.76%-132.9pp | 115.59%-97.7pp | 345.32%-327.5pp |
| Employer contribution / active EE | $3,342 | $6,371-47.5% | $5,614-40.5% | $4,762-29.8% |
| Participant deferral / active EE | $7,743 | $8,034-3.6% | $7,298+6.1% | $5,850+32.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |