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 | $217,909 | $93,346+133.4% | $71,796+203.5% | $273,961-20.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 12.43% | 130.39%-118.0pp | 78.04%-65.6pp | 41.45%-29.0pp |
| Employer contribution / active EE | $9,469 | $2,733+246.4% | $1,924+392.0% | $4,869+94.5% |
| Participant deferral / active EE | $7,549 | $3,475+117.2% | $2,794+170.1% | $5,287+42.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |