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 | $172,294 | $165,912+3.8% | $122,332+40.8% | $147,584+16.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.64% | 34.55%-17.9pp | 30.27%-13.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $29,297 | $5,754+409.1% | $4,050+623.3% | $4,876+500.8% |
| Participant deferral / active EE | $22,500 | $4,005+461.7% | $3,287+584.5% | $5,439+313.7% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |