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 | $131,490 | $81,233+61.9% | $155,567-15.5% | $80,874+62.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.17% | 33.33%-22.2pp | 64.74%-53.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $5,067 | $3,101+63.4% | $4,674+8.4% | $2,756+83.9% |
| Participant deferral / active EE | $5,810 | $3,452+68.3% | $5,628+3.2% | $4,297+35.2% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |