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 | $53,969 | $99,341-45.7% | $84,750-36.3% | $273,961-80.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.12% | 22.93%-15.8pp | 22.78%-15.7pp | 41.45%-34.3pp |
| Employer contribution / active EE | $16,573 | $4,214+293.3% | $3,574+363.7% | $4,869+240.4% |
| Participant deferral / active EE | $18,974 | $4,269+344.4% | $3,712+411.2% | $5,287+258.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |