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 | $133,751 | $90,503+47.8% | $78,689+70.0% | $273,961-51.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.08% | 75.60%-69.5pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $46,500 | $3,176+1364.2% | $2,851+1531.2% | $4,869+855.1% |
| Participant deferral / active EE | $24,000 | $3,901+515.2% | $3,517+582.4% | $5,287+353.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |