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 | $125,409 | $95,266+31.6% | $82,389+52.2% | $142,382-11.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.70% | 25.74%-4.0pp | 28.67%-7.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,812 | $2,991+94.3% | $2,517+130.9% | $4,299+35.2% |
| Participant deferral / active EE | $11,493 | $4,809+139.0% | $4,155+176.6% | $6,507+76.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |