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 | $110,628 | $60,349+83.3% | $74,183+49.1% | $62,891+75.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.86% | 21.37%-11.5pp | 17.74%-7.9pp | 20.14%-10.3pp |
| Employer contribution / active EE | $6,099 | $1,680+263.0% | $2,370+157.3% | $2,281+167.4% |
| Participant deferral / active EE | $3,548 | $2,856+24.2% | $3,550-0.1% | $3,203+10.8% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |