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 | $190,512 | $93,071+104.7% | $74,583+155.4% | $273,961-30.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.51% | 26.18%-13.7pp | 20.47%-8.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $6,212 | $3,160+96.6% | $2,525+146.0% | $4,869+27.6% |
| Participant deferral / active EE | $15,135 | $4,160+263.8% | $3,458+337.7% | $5,287+186.3% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |