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 | $206,904 | $83,337+148.3% | $67,834+205.0% | $273,961-24.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.25% | 259.45%-250.2pp | 138.47%-129.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,958 | $3,287-10.0% | $2,403+23.1% | $4,869-39.2% |
| Participant deferral / active EE | $5,917 | $4,088+44.7% | $3,160+87.3% | $5,287+11.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |