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 | $185,523 | $153,311+21.0% | $109,313+69.7% | $273,961-32.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.16% | 29.86%-21.7pp | 22.07%-13.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,750 | $5,619-33.3% | $3,892-3.6% | $4,869-23.0% |
| Participant deferral / active EE | $13,001 | $3,932+230.6% | $3,166+310.6% | $5,287+145.9% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |