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 | $224,339 | $153,772+45.9% | $133,980+67.4% | $273,961-18.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.14% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.3pp |
| Employer contribution / active EE | $14,796 | $6,029+145.4% | $5,211+183.9% | $4,869+203.9% |
| Participant deferral / active EE | $5,818 | $6,958-16.4% | $6,282-7.4% | $5,287+10.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |