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 | $94,411 | $82,664+14.2% | $125,339-24.7% | $68,494+37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 11.29% | -5.97%+17.3pp | 572.05%-560.8pp | -7.84%+19.1pp |
| Employer contribution / active EE | $22,882 | $3,381+576.8% | $4,814+375.4% | $2,596+781.3% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $248 | $6,275-96.1% | $10,010-97.5% | $5,403-95.4% |