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 | $212,547 | $165,912+28.1% | $122,332+73.7% | $147,584+44.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.77% | 34.55%-14.8pp | 30.27%-10.5pp | 578.55%-558.8pp |
| Employer contribution / active EE | $12,094 | $5,754+110.2% | $4,050+198.6% | $4,876+148.0% |
| Participant deferral / active EE | $10,195 | $4,005+154.5% | $3,287+210.2% | $5,439+87.5% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |