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 | $105,313 | $85,766+22.8% | $136,294-22.7% | $70,131+50.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.85% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $3,663 | $2,966+23.5% | $4,695-22.0% | $2,342+56.4% |
| Participant deferral / active EE | $6,581 | $5,051+30.3% | $6,247+5.3% | $3,332+97.5% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |