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 | $244,375 | $165,912+47.3% | $122,332+99.8% | $147,584+65.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 10.42% | 34.55%-24.1pp | 30.27%-19.9pp | 578.55%-568.1pp |
| Employer contribution / active EE | $4,396 | $5,754-23.6% | $4,050+8.5% | $4,876-9.9% |
| Participant deferral / active EE | $4,000 | $4,005-0.1% | $3,287+21.7% | $5,439-26.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |