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 | $162,525 | $97,757+66.3% | $83,848+93.8% | $135,375+20.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.50% | 1287.37%-1286.9pp | 850.88%-850.4pp | 519.73%-519.2pp |
| Employer contribution / active EE | $4,726 | $4,222+11.9% | $3,631+30.2% | $4,779-1.1% |
| Participant deferral / active EE | $16,251 | $4,682+247.1% | $4,082+298.1% | $5,609+189.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |