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 | $32,598 | $88,707-63.3% | $74,183-56.1% | $273,961-88.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 933.84% | 11.94%+921.9pp | 17.74%+916.1pp | 41.45%+892.4pp |
| Employer contribution / active EE | $11,263 | $3,159+256.5% | $2,370+375.2% | $4,869+131.3% |
| Participant deferral / active EE | $6,861 | $4,212+62.9% | $3,550+93.3% | $5,287+29.8% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |