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 | $173,159 | $93,346+85.5% | $71,796+141.2% | $273,961-36.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.11% | 130.39%-123.3pp | 78.04%-70.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $486 | $2,733-82.2% | $1,924-74.8% | $4,869-90.0% |
| Participant deferral / active EE | $8,298 | $3,475+138.8% | $2,794+196.9% | $5,287+56.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |