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 | $176,817 | $90,503+95.4% | $78,689+124.7% | $273,961-35.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.83% | 75.60%-71.8pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $900 | $3,176-71.7% | $2,851-68.4% | $4,869-81.5% |
| Participant deferral / active EE | $10,224 | $3,901+162.1% | $3,517+190.7% | $5,287+93.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |