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 | $128,739 | $100,041+28.7% | $149,718-14.0% | $70,131+83.6% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 15.81% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $15,439 | $4,983+209.9% | $6,569+135.0% | $3,332+363.4% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |