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 | $203,299 | $99,341+104.6% | $84,750+139.9% | $273,961-25.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.89% | 22.93%-5.0pp | 22.78%-4.9pp | 41.45%-23.6pp |
| Employer contribution / active EE | $3,051 | $4,214-27.6% | $3,574-14.6% | $4,869-37.3% |
| Participant deferral / active EE | $5,926 | $4,269+38.8% | $3,712+59.7% | $5,287+12.1% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |