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 | $92,655 | $131,829-29.7% | $108,579-14.7% | $273,961-66.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.08% | -91.57%+101.6pp | -51.70%+61.8pp | 41.45%-31.4pp |
| Employer contribution / active EE | $11,500 | $4,912+134.1% | $3,758+206.0% | $4,869+136.2% |
| Participant deferral / active EE | $12,979 | $5,127+153.1% | $4,311+201.1% | $5,287+145.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |