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 | $52,787 | $153,772-65.7% | $133,980-60.6% | $273,961-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.91% | 36.51%-20.6pp | 29.30%-13.4pp | 41.45%-25.5pp |
| Employer contribution / active EE | $16,846 | $6,029+179.4% | $5,211+223.3% | $4,869+246.0% |
| Participant deferral / active EE | $7,811 | $6,958+12.2% | $6,282+24.3% | $5,287+47.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |