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 | $69,696 | $165,912-58.0% | $122,332-43.0% | $147,584-52.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.21% | 34.55%-14.3pp | 30.27%-10.1pp | 578.55%-558.3pp |
| Employer contribution / active EE | $4,650 | $5,754-19.2% | $4,050+14.8% | $4,876-4.6% |
| Participant deferral / active EE | $10,223 | $4,005+155.2% | $3,287+211.0% | $5,439+88.0% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |