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 | $156,764 | $65,685+138.7% | $57,179+174.2% | $273,961-42.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.48% | 21.99%-14.5pp | 14.59%-7.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $4,377 | $3,279+33.5% | $2,682+63.2% | $4,869-10.1% |
| Participant deferral / active EE | $8,417 | $3,782+122.6% | $3,096+171.9% | $5,287+59.2% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |