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 | $210,144 | $99,079+112.1% | $77,999+169.4% | $273,961-23.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.64% | 217.93%-212.3pp | 425.96%-420.3pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,943 | $3,308+19.2% | $2,470+59.6% | $4,869-19.0% |
| Participant deferral / active EE | $3,479 | $4,306-19.2% | $3,497-0.5% | $5,287-34.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |