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 | $206,061 | $84,527+143.8% | $67,711+204.3% | $125,391+64.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 2.71% | 2.57%+0.1pp | 25.41%-22.7pp | 282.22%-279.5pp |
| Employer contribution / active EE | $3,660 | $3,292+11.2% | $2,559+43.0% | $4,866-24.8% |
| Participant deferral / active EE | $18,000 | $4,429+306.4% | $3,585+402.1% | $5,352+236.4% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |