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 | $107,073 | $65,395+63.7% | $182,532-41.3% | $72,985+46.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.51% | 27.68%-7.2pp | 148.54%-128.0pp | 81.00%-60.5pp |
| Employer contribution / active EE | $650 | $1,911-66.0% | $4,076-84.0% | $2,440-73.3% |
| Participant deferral / active EE | $5,091 | $3,563+42.9% | $5,524-7.8% | $3,607+41.1% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |