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 | $61,722 | $152,587-59.5% | $125,175-50.7% | $152,861-59.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.76% | 54.84%-24.1pp | 43.79%-13.0pp | 345.32%-314.6pp |
| Employer contribution / active EE | $5,510 | $4,946+11.4% | $3,865+42.5% | $4,762+15.7% |
| Participant deferral / active EE | $7,583 | $5,868+29.2% | $4,937+53.6% | $5,850+29.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |