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 | $24,762 | $99,341-75.1% | $84,750-70.8% | $273,961-91.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.87% | 22.93%-12.1pp | 22.78%-11.9pp | 41.45%-30.6pp |
| Employer contribution / active EE | $10,363 | $4,214+145.9% | $3,574+189.9% | $4,869+112.9% |
| Participant deferral / active EE | $6,292 | $4,269+47.4% | $3,712+69.5% | $5,287+19.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |