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 | $145,790 | $61,774+136.0% | $97,226+49.9% | $80,856+80.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 14.98% | -557.90%+572.9pp | 75.13%-60.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,129 | $1,837+70.4% | $2,729+14.7% | $2,755+13.6% |
| Participant deferral / active EE | $6,071 | $3,029+100.5% | $4,264+42.4% | $4,296+41.3% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |