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 | $16,235 | $83,337-80.5% | $67,834-76.1% | $273,961-94.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 12.09% | 259.45%-247.4pp | 138.47%-126.4pp | 41.45%-29.4pp |
| Employer contribution / active EE | $5,941 | $3,287+80.7% | $2,403+147.2% | $4,869+22.0% |
| Participant deferral / active EE | $4,316 | $4,088+5.6% | $3,160+36.6% | $5,287-18.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |