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 | $78,171 | $176,662-55.8% | $130,648-40.2% | $152,861-48.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 9.20% | 2692.24%-2683.0pp | 1708.96%-1699.8pp | 345.32%-336.1pp |
| Employer contribution / active EE | $15,405 | $5,742+168.3% | $4,092+276.5% | $4,762+223.5% |
| Participant deferral / active EE | $9,823 | $4,361+125.2% | $3,603+172.7% | $5,850+67.9% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |