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 | $134,611 | $99,079+35.9% | $77,999+72.6% | $273,961-50.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.66% | 217.93%-207.3pp | 425.96%-415.3pp | 41.45%-30.8pp |
| Employer contribution / active EE | $13,123 | $3,308+296.8% | $2,470+431.3% | $4,869+169.5% |
| Participant deferral / active EE | $3,983 | $4,306-7.5% | $3,497+13.9% | $5,287-24.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |