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 | $148,225 | $96,557+53.5% | $80,975+83.1% | $273,961-45.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.23% | 15.14%-4.9pp | 17.10%-6.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,391 | $4,868-50.9% | $3,714-35.6% | $4,869-50.9% |
| Participant deferral / active EE | $18,385 | $6,598+178.7% | $5,696+222.8% | $5,287+247.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |