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 | $215,445 | $65,685+228.0% | $57,179+276.8% | $273,961-21.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.27% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $16,589 | $3,279+406.0% | $2,682+518.5% | $4,869+240.7% |
| Participant deferral / active EE | $6,980 | $3,782+84.6% | $3,096+125.5% | $5,287+32.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |