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 | $172,987 | $93,346+85.3% | $71,796+140.9% | $273,961-36.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.46% | 130.39%-120.9pp | 78.04%-68.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $10,256 | $2,733+275.2% | $1,924+432.9% | $4,869+110.6% |
| Participant deferral / active EE | $11,541 | $3,475+232.1% | $2,794+313.0% | $5,287+118.3% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |