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 | $112,160 | $83,337+34.6% | $67,834+65.3% | $273,961-59.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 13.88% | 259.45%-245.6pp | 138.47%-124.6pp | 41.45%-27.6pp |
| Employer contribution / active EE | $11,233 | $3,287+241.7% | $2,403+367.4% | $4,869+130.7% |
| Participant deferral / active EE | $6,075 | $4,088+48.6% | $3,160+92.3% | $5,287+14.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |