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 | $215,367 | $75,935+183.6% | $60,547+255.7% | $125,391+71.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.28% | -5.38%+2.1pp | 335.64%-338.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $4,000 | $3,438+16.3% | $2,419+65.3% | $4,866-17.8% |
| Participant deferral / active EE | $5,600 | $4,506+24.3% | $3,328+68.3% | $5,352+4.6% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |