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 | $170,117 | $105,630+61.0% | $87,507+94.4% | $273,961-37.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.03% | 12.25%-8.2pp | 12.21%-8.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $7,250 | $3,141+130.9% | $2,550+184.4% | $4,869+48.9% |
| Participant deferral / active EE | $22,000 | $3,601+511.0% | $3,149+598.7% | $5,287+316.1% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |