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 | $118,069 | $90,503+30.5% | $78,689+50.0% | $273,961-56.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.52% | 75.60%-65.1pp | 62.18%-51.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $17,070 | $3,176+437.5% | $2,851+498.8% | $4,869+250.6% |
| Participant deferral / active EE | $9,600 | $3,901+146.1% | $3,517+173.0% | $5,287+81.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |