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 | $72,409 | $197,825-63.4% | $155,790-53.5% | $125,391-42.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.44% | 86.74%-84.3pp | 71.54%-69.1pp | 282.22%-279.8pp |
| Employer contribution / active EE | $6,614 | $4,847+36.5% | $3,836+72.4% | $4,866+35.9% |
| Participant deferral / active EE | $15,386 | $5,630+173.3% | $4,797+220.8% | $5,352+187.5% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |