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 | $45,753 | $202,432-77.4% | $169,368-73.0% | $139,434-67.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.48% | 531.74%-515.3pp | 405.60%-389.1pp | 372.94%-356.5pp |
| Employer contribution / active EE | $11,302 | $4,692+140.9% | $4,013+181.6% | $4,751+137.9% |
| Participant deferral / active EE | $15,032 | $6,938+116.7% | $6,221+141.6% | $6,710+124.0% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |