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 | $167,543 | $131,829+27.1% | $108,579+54.3% | $273,961-38.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.63% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.8pp |
| Employer contribution / active EE | $2,261 | $4,912-54.0% | $3,758-39.8% | $4,869-53.6% |
| Participant deferral / active EE | $11,881 | $5,127+131.7% | $4,311+175.6% | $5,287+124.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |