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 | $140,669 | $101,069+39.2% | $81,478+72.6% | $147,584-4.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.42% | 32.40%-13.0pp | 38.78%-19.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $16,888 | $3,205+426.9% | $2,568+557.7% | $4,876+246.3% |
| Participant deferral / active EE | $7,590 | $4,242+78.9% | $3,537+114.6% | $5,439+39.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |