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 | $59,151 | $48,076+23.0% | $78,689-24.8% | $62,891-5.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 28.97% | 31.35%-2.4pp | 62.18%-33.2pp | 20.14%+8.8pp |
| Employer contribution / active EE | $12,311 | $2,015+511.0% | $2,851+331.9% | $2,281+439.7% |
| Participant deferral / active EE | $12,797 | $2,588+394.5% | $3,517+263.9% | $3,203+299.5% |
| Admin fee / account holder | $3 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |