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 | $245,130 | $90,503+170.9% | $78,689+211.5% | $273,961-10.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.29% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $13,333 | $3,176+319.8% | $2,851+367.7% | $4,869+173.9% |
| Participant deferral / active EE | $14,840 | $3,901+280.4% | $3,517+322.0% | $5,287+180.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |