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 | $171,346 | $131,829+30.0% | $108,579+57.8% | $273,961-37.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.41% | -91.57%+105.0pp | -51.70%+65.1pp | 41.45%-28.0pp |
| Employer contribution / active EE | $2,500 | $4,912-49.1% | $3,758-33.5% | $4,869-48.7% |
| Participant deferral / active EE | $17,625 | $5,127+243.7% | $4,311+308.8% | $5,287+233.3% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |